$130MM AUM | $1.2MM GDC in Winchester, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Winchester, VA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
140
Avg Client Age
52
Overview

We are a financial planning firm with offices in Winchester and Middleburg, VA. We manage our own RIA but also have access to LPL's Broker/Dealer as we are on their Hybrid RIA platform. We focus on retirement, business, and succession/estate planning. We have a strong life insurance portion of our practice as well. We have been in the business for 30 years and looking to expand our operation into new markets and build onto the foundation we have today.

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