Overview

We can provide a succession plan for established financial advisors. We are primarily looking for "tuck-ins" but are also open to acquisitions and merger opportunities. We are an RIA hybrid with an independent contractor model. We hope this website opens doors and helps us make contact with individuals and businesses who are seeking solutions which we can provide in the greater Boston and northeast region.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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