Overview

We are a boutique shop with two planners serving HNW clients in 13 states. We are interested in acquiring departing advisors books or partnering with like minded advisors in our respective markets. Partners would be philosophically like minded advisors with existing books wishing to leverage expenses and conduct joint marketing to build a larger firm based on shared values. We are both young advisors and have no intention of selling our practice or working for anyone else.

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within 6 months

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