Overview

Fee-Only Registered Investment Advisory firm looking to buy a book of business, preferably over $50m AUM, in Northern Virginia (Arlington, Alexandria, Falls Church, McLean, Fairfax, Loudoun). 28 years of financial consulting experience, 10 year owner of Arlington Wealth Planning, LLC. Certified Financial Planner(TM). 47 years old.

Last Activity
within 6 months

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