$22MM AUM | $279,000 GDC in Webster, TX
Member is Interested In:
Independent advisor with a focus on comprehensive Financial Planning, asset management and Retirement Income Strategies, looking for a small practice purchase opportunities that is similar in style and scope. I will be open to also discussing potential Merge opportunities as well. My practice is on an efficient CRM and high touch model, with meetings conducted both via remote webinars and mostly in person meetings.