$250MM AUM | $2MM Rev in
Peoria, AZ

We are hoping to purchase a financial advising practice in the western United States. My business partner and myself would run the practice. We have the staff and resources to make for a successfully purchase of a practice with $50 million or less of Advisory Accounts. We have a combined 35 years in the business and are both age 43 and plan to work for another 20-25 years. We do our own money management on the Envestnet platform but are open and familiar with most 3rd party money managers as well. We utilize some annuities when appropriate as well as some life insurance when appropriate. We are open to multiple scenarios as to how the transition might look. We have successfully purchased other smaller advisory firms in the past.