Overview

SEEKING: experienced Advisor/CFP in the Marietta, GA area who desires to grow organically by joining AND/OR buying an established practice in 24 months. I am a solo-practitioner, CFP in Marietta, GA, IRIA/ with a fantastic independent B-D. Primarily serving the pre-retiree/retiree market and I have built a compact, very profitable AUM business serving only 39 HNW clients. What I am offering to the right person are one of two fantastic opportunities. Read on:
PLEASE NOTE: This is NOT a salaried employee situation, nor an immediate walk-in to shared fees. ALSO, I am NOT interested in merging with another larger firm while I am still servicing my advisory clients that will require me to move my clients to a different B-D.
Which opportunity fits what you are seeking?
1) An ambitious, experienced, licensed Advisor/CFP, already having an established clientele, seeking to grow organically. This is an excellent turnkey opportunity to step away from your B-D into a fantastic B-D, out of a firm you will never own, having your own established independent firm with name recognition and impressive website, a 100% independent broadly supportive platform to build your business on, as you situate yourself for a buyout.
OR
2) For the Advisor who wants to purchase a clean and profitable book outright (without sharing the same B-D), IF you already have a strong relationship in place with AssetMark and your company is in the NW quadrant of ATL metro then we should talk.
If you would like to begin a conversation, reach out by telling me about your current work status and your professional goals/strategy.

Market
Advisor/RIA
Last Activity
this month
Listing Age
217 days old

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