We are a financial planning and wealth management practice made up of 3 advisors, 3 staff and a COO. We have experienced rapid growth over the last 10 years, organically and through two targeted acquisitions. We are currently seeking to be a continuity partner to similar, fee-based advisors who are within 10 years of retirement. We envision a long-term merger where the advisor steps away gradually on their terms. We would also like to partner with a younger advisor who has capacity to work with our clients as we grow.