Overview

I am an independent RIA established in 1992. Located on the South Shore of Boston but have clients throughout the region and in various other States. Although I do some commission-based insurance business, my practice is mostly fee-based money management with about 53M in AUM at TD Ameritrade. Considering merger/succession opportunities that will be mutually beneficial. Currently age 60 and would like to build the practice more over the next 2-5 years and then phase out by age 65-67. I would like to talk with younger RIAs who are looking to merge, build AUM, and eventually assume full control through a buyout.

Market
RIA
Last Activity
today

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