Overview

I am a buyer, acquirer, please don't contact me looking for my succession plans. Looking for retirement minded advisor to acquire or become a successor of an advisory practice and incorporate complex tax planning into the process to build a strong planning RIA. Formerly worked for a nationally ranked top tier RIA with over $500mm and close to $2 billion on the client assets on balance sheets. Virtually all clients were management and executives at publicly traded companies. I currently own and operate a tax/CPA firm and manage investments. I have used Schwab and Fidelity extensively. Used Junxure, Tamarac, etc... with the RIA but now am affiliated with a broker/dealer (SAI). I have discretion with fee based accounts for most clients. I am a CPA with over 25 years of investment firm experience.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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