Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Westlake Village, CA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$33,000,000.00
Gross Revenue
$387,000.00
# of Accounts
136
Avg Client Age
56
Overview

Fee-only RIA with offices in Bucks County, Pennsylvania and Westlake Village, California. I'm trained as a tax attorney with a specialization in tax and estate planning. My partner is a CPA and CFP and my associate is a CFP.
We are primarily a financial planning, consulting and tax firm: $33 Million AUM, 33 clients. We are looking to merge with advisors who are looking for strong infrastructure, extensive local presence, and the most professional team in the area. We are very nice people who care about each other and our community. Hope to hear from you soon, Michael

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