Overview

Growing boutique holistic financial planning firm with offices in Portsmouth, NH, Kennebunk, ME and Danvers, MA. Looking to expand footprint through acquisitions of practices, adding internal advisors/staff in our desired geographical locations. We have experience in buying and selling practices and other businesses. The practice operates under a true congruent enterprise system and not as a silo/producer housed in a practice. Looking to integrate selling advisors looking for a succession plan in the northern Massachusetts, seacoast NH, or Maine south of Portland area.

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