Overview

We are looking to expand our presence in Wisconsin by absorbing smaller firms that provide similar services and have a similar fee structure.
A Milwaukee-based, fee-only investment & retirement advisory firm. Offering a small-town feel to the “millionaire next door”, our staff of 8 (comprised of licensed professionals and administrative staff) provide ongoing investment management services as well as financial planning and tax preparation. The firm has been in business over 37 years and is looking to expand its practice into other parts of Wisconsin. We are looking for firms with less than $100,000,000 AUM, 100% fee-based that custody with Charles Schwab or TD Ameritrade.

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within 4 months

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