$220MM AUM | $1.1MM GDC in Mechanicsburg, PA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Mechanicsburg, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

We are an Independent Financial Planning firm with 5 licensed professionals. What makes us different is that we have professional referral relationships with a CPA firm and a Payroll company. We currently have a presence in 4 Central PA communities and growing.

We are looking to partner with talented advisers who want to consider merging or joining a unique, growing business model.

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