$20MM AUM | $200,000 GDC in Mclean, VA
Member is Interested In:
I run a primarily fee-based practice that focuses on holistic financial planning (Investment advisory, insurance planning, banking/lending, and wealth transfer strategies). Although we have transactional clients, the core of our business is building financial plans and helping clients reach their long term financial goals. I'm seeking to aquire a fee-based practice, preferably from someone who is succession planning or making a career transition.