Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Montgomeryville, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$1,550,000.00
# of Accounts
240
Avg Client Age
56
Overview

We are a growing independent firm with 5 Administrative staff and 3 Financial Planners (CFP, CLU, ChFC, CIMA, MBA) along with a Tax Practice (4 CPA's) and 1 Estate Planning attorneys in house to serve the clients with their wealth management needs. We are the type that know everything about our clients and pride ourselves with exemplary service and relationships.
We purposely built our firm to serve as a flexible succession plan for financial advisors.
From this site we would hope to have the opportunity to meet with advisors that are interested in selling or merging their practices in to our firm.

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