$17MM AUM | $135,000 GDC in Deerfield, IL
Member is Interested In:
I own a Fee-Only holistic wealth management firm. I provide financial planning, investment management, and relationship management to a growing client base. I utilize passive investment vehicles from DFA, Vanguard, and others. I have gone through one acquisition of a small practice and have successfully integrated those clients into my practice. I am looking to acquire another firm in order to utilize my strong operational skill set and client-centric approach to continue growing while providing outstanding service to the client base of the adviser I acquire.