Overview

Independent single-person office. 90% of my clients are referrals. I don't pay for leads. I started my own practice in 2012, but have been in an advisor role since 2003. I would like a partner/associate who can get to know my clients, and take over as needed, temporarily, or permanently. I want to avoid hiring someone, and would prefer to "join forces" with another successful independent advisor. I do a fair amount of flat-fee planning, and hourly consulting. I do some life insurance, annuities, brokerage (commission-based), and advisory (fee-based) business. I wouldn't be able to share an office full time, but can provide a space for meetings.

Market
Advisor/RIA
Last Activity
2 weeks
Listing Age
29 days old

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