Overview

Growing Independent RIA firm in the heart of Downtown Leesburg. Has 20 plus years of industry experience but went independent less than 3 years ago, starting from scratch and building a book focused on financial planning for special needs families. Looking to acquire small/midsize book of business in Northern Virginia area (north of Rt 66) from advisors as they retire. Open to merger opportunity or additional advisor to serve as successor to my practice.

Market
RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
768 days old

Business Data

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