Overview

Jon Sweet, CFP® AIF® and his five-person team, are based in Rhode Island and Massachusetts, with clients all around the country. Jon has acquired two books in the last five years, both of which were smooth transitions with solid 95% retention rates. As an independent advisor with over 30 years of experience, the team includes veteran and next generation staff not only for continuity purposes, but to be able to service all families and generations. Jon and his team at Oak Leaf feel that successful practice transitions require the purchaser to have a thorough and comprehensive understanding of the seller’s needs and objectives, type of practice and client-base, as well as, their communication-style and way of handling client accounts, in order to achieve a white glove handoff. At Oak Leaf, all clients receive the highest level of gold standard service including comprehensive financial planning, joint meetings with attorneys/CPAs, and open-architecture fee-based asset management. We are open to engaging with any and all advisory firms and look forward to building long term relationships with fellow advisors and clients alike.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
556 days old

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