Overview

I am a 50-year-old Certified Financial Planner(TM), AIF (TM), CKA, with 20 years of experience; we own an Independent RIA / "Hybrid" Wealth Management and Financial Planning Firm in Johns Creek, Georgia. We are looking to purchase and/or merge and affiliate with other successful business owners in the Southeast who might be looking to retire in the next five years, but who want to get top dollar for the sale of their practice. We have successfully completed eight small mergers or acquisitions in the past decade so we know how to create Win / Win deals. James ___-___-____

Market
Advisor/RIA
Last Activity
this week

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