$19MM AUM | $175,000 Rev 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 two acquisitions of two small practices 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.