$5B AUM | $10MM Rev in
New York, NY
Our firm is actively seeking a financial advisor practice that’s for sale, we understand there're a lot of the stresses and issues that are associated with the process. With our practical strategy, we will help ensure that compatibility between buyer and seller is high, and maximize all the possible benefits on both parties. The bottom line is when you’re ready to buy a practice, connect with us to see how we can help you achieve your objectives.