$160MM AUM | $960,000 GDC in
I run an Independent Financial Advisory Firm with Clients from Arlington to Aberdeen, and over to the Peninsula. Our primary focus is Discretionary Advisory Management and ERISA Business. We manage about 50 different Retirement Plans from Pooled Accounts, Cross Tested Profit Sharing, and Cash Balance Plans.
My Dad has been doing this since the early 1980s, and I joined him in 2018. The plan is to continue to manage and Grow the Practice together over the next 10 years, and then my Dad will slowly retire over time, and I will take over 100%. I am also currently in the process of onboarding and training a Junior Advisor.
We have made several successful mergers/acquisitions over the years, and will entertain all deal structures. We are looking for ERISA, Direct Business, and Advisory/Brokerage business to add to our family of clients.