$300MM AUM | $2.1MM Rev in
We are a group of Advisors and team members focused on being true fiduciaries to our clients. Our growth plan is to acquire solo and multiple advisor financial planning and wealth management practices. Our primary focus for all our clients is on exceptional service from strong back office support and veteran advisory team. We leverage technology to it's fullest to further our capabilities and the client experience.
We realize the vast difference in buyers saying they want to buy a business and having done it. We are a well capitalized company with a banking relationship and legal counsel already in place and have executed the purchase of another practice. This experience helps us understand the nuance to a merger/purchase and the need for thorough due diligence for both buyer and seller. We understand the value of the seller's relationship with their clients and will make the transition as smooth as we can for all clients by working closely with the seller through the transition process. We look forward to speaking with interested sellers and those looking to merger and are ready to move forward at a pace that is comfortable to you.