Overview

We are a planning-based firm located primarily in Rockville, Maryland with a secondary location in Annapolis, MD. We are interested in growth by partnering with advisors looking to grow, retire, or find a good home to care for their clients. We are also looking to merge or purchase a CPA or EA. We own the office and real estate which has available space. We can offer a path to equity partnership in both the practice and real estate for the right person and opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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