Overview

Are you interested in transitioning your firm but worried that you and your clients will get lost in a larger firm? Come join in partnership with our firm and our proven track record of attracting independent firms and providers and helping them continue to thrive within our firm. We are a bank based, comprehensive wealth management business with a primary focus on financial planning. We staff a number of CFP's and collectively manage $1.2 billion. We have successfully completed two acquisitions with little client loss and with the owners now happy and thriving employees pleased with the many additional benefits. We have a professional management team with expertise in relationship management, administration, operations and new business development and marketing. We have substantial resources and look to continue to grow our successful business by buying RIA practices and having successful Financial Advisors work for us for a long period or as they transition into retirement confident that we have the resources locally to continue to take good care of your clients into perpetuity.

Market
RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
240 days old

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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