Overview

Our objective is to help successful advisors get the most value for the business that they have worked hard to create and ensure that their clients are well cared for post deal. We have a younger well credentialed advisor group and are part of a national family owned entity with expertise in affiliations. Across our advisor network we have over $350mm in assets under management. As such we can create an attractive customized succession plan that is fully funded via acquisition or merger.


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