$80MM AUM | $600,000 GDC in Evansville, IN

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2 weeks
Listing Type
Buyer | Merge | Successor
Evansville, IN, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

We are a planning based Retirement Income solutions firm. We focus on risk management to create sustainable income strategies through asset management, hedging, and/or alternative fixed income sources such as alternative investments, insurance, or annuities.

We are seeking to acquire practices that want high touch client service and unbiased advice. It can be a long transition or short, in the end we want to make sure the clients are happy.

Has Office Space to Share in Evansville, IN

Professional office space available in revitalized downtown Evansville. Modern décor, high speed fiber network, bundled services, phone system, and turnkey packages with janitorial services.

We have options for single offices, build to suit, or affiliation with our firm which is 100% turnkey ready (including desk, chair, PC, and phones) and have complete office and secretarial support if needed,

Contact to discuss details
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