$135MM AUM | $1MM GDC in Concord, MA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Concord, MA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
483
Avg Client Age
55
Overview

We are looking to grow our practice through acquisition or tuck-ins - also open to individual advisors who are looking to join a firm. We are fee-only and have a strong emphasis on comprehensive financial planning, life planning and coaching.

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