Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Fort Worth, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
99
Avg Client Age
55
Overview

We are seeking potential practices to acquire to grow our practice. Our current practice serves families and business owners with complex financial needs through comprehensive financial planning and wealth management. Our client-centered practice focuses on core values: Listening, Service, Excellence, Integrity, and Independent Thinking. If you are considering selling your practice, finding a successor, or merging with a firm with shared values, then let’s connect.

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