$30MM AUM | $250,000 GDC in Hatboro, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Hatboro, PA, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
453
Avg Client Age
61
Overview

We are looking for a partner with our similar values and commitment to their clients.
For more than 32 years we have provided our clients with exceptional investment services based upon the highest standards and principles. We seek to produce solid long-term returns for our clients using extensive research and market analysis backed by sound investing strategies.

We offer a broad range of financial products and services, and are committed to providing outstanding customer service with individualized attention.

Our Mission Statement

Our mission is to design a comprehensive investment plan that turns your dreams (vision) into reality. We do this by offering credible, independent and conflict-free:

1. Fee based investment advisory services
2. Investment consulting services
3. Retirement planning
4. Financial education

We accomplish this mission by empowering each of our clients with our knowledge and together we design an investment plan that meets with your vision.

Our Core Values

Credibility
We are trustworthy and honest in all aspect of our business.

Knowledge
It is our job to stay knowledgeable and educate our clients regarding all that we know.

Empowerment
Our clients have empowered us to do what is right for them, and in turn it is our job to always exceed their expectations.

Consideration
After we have researched all available options, we do what is best for our clients.

Quality/Value
We strive to offer more valued added services than anyone else.

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