Overview

We continue to be in a growth mode. Our team aspires to find practices that want to merge with a firm that's has strong operational support, believes in putting clients needs first, desires an optimal client experience, believes in holistic planning and wants to work in a team environment. We also look to acquire practices that are looking to wind down or retire. We believe we can be a great solution for practices that are concerned for their clients and see part of any sale of their business is quality care for their clients and their legacy.

Market
Advisor/RIA
Last Activity
this week

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