$35MM AUM | $500,000 GDC in Oak Park, MI
Member is Interested In:
We are a family firm of two Financial Advisors [one CFP(R)]. We are looking to buy a practice or merge with a larger firm. We are in the process of moving to more of a fee-based model. We would like to be a succession or continuity partner for a retiring Advisor. We consider ourselves to be Financial Planners who take a holistic approach, focusing on Financial Wellness for our clients.