Overview

I am leaving my current RIA to start my own. Excited to start with nothing and build the practice in a way that works for my new clients and myself, but am considering offering a generous 7 year installment sale to a small-medium sized RIA owner looking to retire. I would want to meet with you and your clients over a 1 to 2 year period to make sure the transition is smooth for all interested parties. I am not a fan of annuities, but am happy to talk to clients about them and help them where I can. I am interested in a fee-only practice, no commissions. If you're interested in selling your practice so you can enjoy retirement, please consider me.

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RIA
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this month

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