$85MM AUM | $650,000 Rev in
I am in my mid-40s with a junior partner in her mid-20s, we are seeking opportunities to serve as the next generation for any advisors looking to have their legacy live on with their client base past their eventual retirement. We are open to all discussions related to very long, mid- or short transitions.
I am currently a fee-only (NAPFA-registered) advisor, but I would consider FINRA- and insurance-licensing as a business decision to fit a succession deal or merger. Although I don't sell annuities or insurance, I am a former actuary and know insurance/annuities well.