$5B AUM | $18MM GDC in
We are one of the largest privately-owned financial advisory and wealth management practices in the Midwest. We practice holistic financial advisory work, we are client-focused and have platforms that allow for a high level of flexibility with significant support. Looking for talented people to join us. We can serve as a succession plan, merger partner, can purchase your book, or simply be your final move and help you grow your practice.
Interested in buying / merging / partnering / hiring advisory practices and advisors.