Overview

We are a two partner fee-only RIA based in Pasadena looking to merge with or acquire another fee-only RIA to create greater economies of scale. One of the partners is an CFP and Enrolled Agent. We currently manage $85m at Charles Schwab and TD Ameritrade while providing comprehensive/holistic investment advice and financial planning to our clients. We have established a niche serving certain professions and would like partners to help us grow our niche markets. If your fee-only firm might be a good fit, please contact David

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