Overview

We are a holistic financial planning practice with multiple advisors. We are largely a fee-based money manager, but do a fair amount of annuity and life insurance business too.

We are actively looking for similar practices to acquire (through purchase or succession planning) to continue to grow our business. We are open to expanding our reach into other cities and would be willing to sign non-disclosure documents prior to any conversation.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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