Overview

I am looking to purchase a small advisory practice. I am 41 years old and have worked in the industry for 18 years. I am an ideal partner for an advisor who is looking to retire, doesn't want to sell to a large firm and is not interested in training a new advisor. I completely understand the business. I have extensive experience with both self-made families and beneficiaries. I am able to work with clients, handle compliance and perform any administrative task.

I am not looking to change the practice I purchase. My goal is to help the current owner and improve the client experience. I do not believe there is anything new in financial planning or investment management. Ever since Lincoln/Chase created the banking system and passed the legal tender act, financial assets appreciate over time.

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today

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