Overview

The Bedford Group is a team of Financial Advisors based across multiple states who have successfully helped a number of RIA's and Independent Advisors sell and transition their practices to us. We are dedicated to offering our clients a high level of customer service and holistic advice that includes Financial Planning, Investment Asset Management, and Wealth Preservation Strategies through a combinaton of insurance and long term care solutions. We are looking to meet with teams or individual advisors that don't have a succession plan in place and are searching to find the right partners to make sure their client based is well served long after they retire. We are also open to meeting with advisors or teams who have a 0-5 year succession time horizon and not immediately looking to sell. Merger opportunities also exist with those who have a slightly longer time horizon.

Last Activity
6 months or more

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