$75MM AUM | $500,000 Rev in
Valley View, OH
We are an independent, hybrid financial planning firm affiliated with one of the top independent broker/dealers in the country. We have offices throughout Ohio and clients across the country. We specialize in comprehensive financial planning with expertise in asset accumulation and retirement distribution strategies.
We are interested in attracting books of business that fit our business model. Specifically, fee-based managed money and mutual fund portfolios. Merger opportunities for producers seeking a turn-key office infrastructure with staff, technology and transition assistance. Competitive payout as well as succession planning available. Please reach out to us to start a conversation.