Overview

Sole practitioner CFP® with 30 years experience within a hybrid RIA seeks opportunity to expand through purchase of another practice or book of business. Established office in south Atlanta. Ideal opportunity would be another practice in the Atlanta/Macon MSA. Willing to pay cash as well as keep selling advisor on the team. Could be an opportunity for a small practice to join economies of scale or a more mature practice to transition towards retiremnt.

Last Activity
2 weeks

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