Overview

We are CPA firm with a rapidly growing Wealth Management division based in Northeast Wisconsin. We are currently looking for wealth management practices interested in either merging into or being purchased by our firm; or an advisor looking for a successor.

In addition, we have a large retirement plan consulting practice. We are seeking advisors looking to join our team or advisors looking to transition (sell) their group retirement plans.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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