Overview

I'm a 35 y/o with 13 years in the business & CFP. We're looking to grow by finding smaller, similar mindset firms. We run a small client base, high touch Firm. Almost all our revenue is from wealth management although we do offer financial planning for a fee (monthly subscription) and life insurance products. We have a PT admin, PT bookkeeper, and a FT director of client services. We've already successfully purchased 2 practices in the last 3 years. We use Charles Schwab as our custodian.

Contact me anytime!


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