Overview

Values based financial planning firm in Wisconsin, with offices in Madison, Platteville & Horicon. We are looking to grow via acquisition of retiring individuals, or bringing aboard advisors that are looking to grow via a merger with us to leverage their practice, resulting in potential ownership in the firm. We've bought 3 previous books of business, as well as sold a portion of our own firm in the past, and go through annual practice valuations. Our goal is to offer a reputable and long established option and location for retiring advisors to go and entrust their clients will be put first and cared for after they decide to leave the industry.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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