Overview

Hello,

My partner and I own an independent investment advisory and fee-only financial planning firm located in Richmond, Va and Williamsburg, Va

We have been in business since 2010 and plan on being in the business another 25 to 30 years. I am 40 years old and my partner is 38 years old. We would like to continue to grow organically and through practice acquisition.

We are currently seeking a like minded individual who wants to sell their firm within the next 24 months or establish a continuity plan in the event something happens to them.

Selling your practice can be a complex endeavor if you've never done it before. Luckily, we have successfully acquired $165 million in aum thus far. As a result, we can help guide you through the process to make it much easier and provide a better outcome for you and your clients.

You should have a deep foundation of integrity and be passionate about providing objective investment and financial planning advice without conflicts of interest.

Additionally, your value proposition should be largely focused on comprehensive planning and behavior management rather than market forecasting. We prefer that you manage client portfolios via a long-term, buy and hold type of approach.

If you are considering retirement, want to sell your firm, or you want to establish a continuity plan to protect your family and clients in the event something happens to you, we would love to talk with you.

We have the capital available to make a successful acquisition. And, of course, integrity and work ethic are our driving values toward client advice and excellence.

I look forward to hearing from you.

Sincerely,

Mark Fonville, CFP
President
Covenant Wealth Advisors

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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