$200MM AUM | $1.5MM GDC in Allentown, PA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Allentown, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
680
Avg Client Age
60
Overview

We are a boutique financial planning and investment firm that emphasizes stewardship, partnership, and service to our clients. While interested in growing our firm intelligently, we do not have designs to grow for growth's sake. Rather, we look to partner with like minded advisor/owners where our cultures fit, our goals align, and we collectively benefit from serving our clients well.

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