Overview

I own a boutique planning firm that now only takes on clientele in the high and ultra high net worth community. I have been in the financial services industry and fully licensed as of 2009.

I have a small staff of 5 support members, however, I am the only advisor within my firm. I'm looking to scale my business through acquisition of a firm that is a good fit for both parties.


Last Activity
this week
Listing Updated
Dec. 21, 2023

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