Overview

I am a partner in a boutique RIA based in Atlanta. I have over 17 years of experience working with individuals and families to develop financial plans for retirement, education, and various goals. I obtained my CFP certification in 2003 and I maintain a good standing with the Certified Planner Board of Standards. My focus is on personal relationships with each of my clients. My practice is fee only. I am also licensed in Georgia for Life/Health/Accident insurance.

I am searching for a like-minded planner/advisor who is retiring or close to retirement. I am interested in succession planning and buying the existing book of business. Depending in the book of business, there is the possibility of paying a premium as well as possible consulting fees after the sale if the seller is interested. The ideal business would have clients that average 55-65 years old and appreciate personal service (my clients all have my personal cell phone number). If you fit the seller description above, I would like to meet you and at least open the conversation.

Last Activity
2 weeks

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