$100MM AUM | $980,000 Rev in
We are a mid-sized independent financial planning and investment management firm headed by a CFP practitioner with over 25 years experience . We are structured as a fee-only Registered Investment Adviser. We use best-in-class technology and have a solid business model including a robust compliance system. We are interested in connecting with other like-minded practitioners who are looking to buy or merge with our practice for succession planning.