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Financial Advisor   

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

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Concord, MA, US
12 Month Gross Revenue
$1,000,000
Number 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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