Overview

We are a holistic financial planning firm with an independent broker/dealer. We are looking to grow through acquisitions, or possibly taking on additional partners that can bring an existing client base with them. We have approximately $65MM in AUM with about $18MM in personal advisory, and an additional $17MM in retirement plan advisory. We are in the greater Youngstown, OH area, but would be open to acquiring practices, or taking on additional partners in other areas of OH, in order to create satellite offices for our firm.

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