Overview

Our team is looking for an opportunity to partner with a fee-based advisor who wants to transition out of the business in 2-5 years with more than $25MM of AUM. We are a growing team and have been around for 15 years. We have a full-scale back office, trading desk, and operations team. We have individuals carrying CFP(R), ChFC, CLU, and MBA designations with 35+ years of industry experience as well as younger advisors in their 20s, 30s, and 40s, to provide for continuity with all of our clients. We are currently serving roughly 700 families and have over $700MM in AUM.


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within 2 months

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