Overview

We are a financial planning firm that has been established for 25 years. We have our own RIA.(95% of all new business is fee based through our RIA,. We have approx. 90 Million in Variable Annuities that we receive a 1% trail for. We integrate our tax practice with our financial advisory services. 2 years ago, we acquired a CPA practice in McLean VA. There are 4 partners and we are interested in growing the value of our business and willing to explore purchase/merger/succession opportunities.

Last Activity
6 months or more

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