Overview

I am an RIA; I manage approximately 120 accounts and 100% of my revenue is fee based.
I am CPA with MST and PFS designation. CPA practice for 50 years, son has taken over practice and management of staff. IAR practice separate entity from CPA practice for last 15 years not dealer affiliated. Services provided include estate, retirement, tax planning as well asset management. Do not sell insurance or private placements, focus on mutual funds, stocks, bonds, and ETFs. The qualifications of potential merge/purchase must be Registered IRA, not dealer affiliated, fee only, client service 100% priority, focus on client risk, investments are transparent and liquid. Within, South Shore of Boston also looking for merger with buyout within 5 years. There is a growth potential unlimited, grew to 35MM without advertising or promotions. If this is something that you may be interested, please feel free to reach out

Market
Advisor/RIA
Last Activity
within 4 months

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