Overview

We are a sizable producer producer group with advisors of all ages, significant financial resources, integrity, a fantastic client value proposition and decades of experience. With us the client always comes first--they are more important than a deal, fees or commissions.

We're looking to acquire, merge with and/or provide a succession plan for solo practitioners and other producer groups small and large. We are open to structuring a deal in whatever way meets the seller's needs--including a significant potential up-front payment followed by additional payments over time based on clients/AUM that come over. Because we have a number of younger but experienced advisors, we are able to structure transitions to be as long or as short as the seller desires.

Because our client value proposition is unmatched and our people skills so well-developed, the practice handoff is smooth and clients are very comfortable and happy. Being back by LPL gives us the stability, technological capacity and resources to make the transition as seamless as possible for the client and as lucrative as possible for the selling advisor or merging producer group. Regardless of you time frame or objective, let's have a conversation.


Last Activity
2 weeks

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