Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$450,000.00
# of Accounts
650
Avg Client Age
66
Overview

We are a financial planning and investment firm focusing on retirement transitions and planning, physicians, and business owners. We utilize emoney for our financial planning process which we incorporate into all new client engagements. We are predominately fee based advisors affiliated with LPL, but do offer life and LTC insurance with an occasional annuity. Advisor with over 10 years experience in young forties looking to explore opportunities to offer succession plan to others or purchase practices that have a common fit with our existing client segments. I feel that an advisor focusing on retirees would find our process professional, scalable, and high touch. If this describes you, please reach out and we can discuss your situation.
Cheers!

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