Overview

We are a boutique wealth management firm headquartered in McLean, VA. We are currently searching for like-minded advisors and firms who need a succession plan, would like continuity in their practice, would like to sell their practice and/or merge their practice into ours. We are growing rapidly and plan to expand aggressively without compromising our culture and client experience model. Please contact me anytime at ___-___-____ or ___ to discuss opportunities.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week

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