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.

Member Level
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred