Overview

I have been in the same office running my independent practice for 20 years. I run a very clean and basic advisory/planning business with strong client relationships. I am looking to transition to retirement over the next 5 or so years. I am looking to share my practice with someone who can provide solid continuity to my clients and allow me to work less over time. I am part of a super OSJ group, have a wonderful assistant and am a CFP certificant.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
99 days old

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