Overview

My business is a part of DSF Wealth Management Group. We are a Financial Planning firm that primarily is fee based and we charge for building financial plans. We have two CPA's / Analysts on our staff along with 5 other admin and marketing employees. In total, we manage about $400,000,000. I am interested in buying a book of business or finding someone who would like an incredible contingency plan in place to protect their business and family.

We are a very disciplined and process-driven team and in expansion mode.

Market
Advisor/RIA
Last Activity
within 2 months

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