Overview

We have offices in Vail, Montrose, and Grand Junction. Looking for compatible practices (client-first culture, similar investment philosophy etc.) to acquire, merge or be named successor. Ideal practice has under $100MM, is fee-only and the current owner plans to retire in 1-5 years. Our business has approximately $80MM AUM and we also provide back office service to a separate larger RIA. We also provide comprehensive financial planning for clients.

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