Overview

As a partner on a CFP(R) Wealth Management team in Cleveland - we are interested in finding an advisor who is looking to retire and would like to consider the opportunity to transition their practice. Joining an employee-owned, private firm just prior to retirement offers benefits for all involved. Transition with the opportunity to purchase stock or receive payment - and then a second opportunity to receive compensation upon the sale of the practice.

Our team is comprised of 3 CFP(R) advisors with over 60 years of experience along with 2 Registered Support Associates with over 50 years of experience.

Finding a long-term home for your clients can be stressful and is a big decision. Allow us to show you how we serve our clients and how we will serve yours.

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