Overview

I am looking for advisors with mature practices that are looking to sell/transition out. I have 17 years of industry experience exclusively in the same role I am in now, and I have owned my own firm for the last 9 years. I am 38 years old, married with 3 little kids, and live in Wheaton . My firm is well established, white glove client servicing and has a boutique asset management feel to it. I have financing in place and am open to any conversations, whether they are need to act quickly or building a long term relationship to prepare for a 3-5 year exit. Thanks for reading! - Greg

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Member Since
Nov. 4, 2015

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