Overview

We are a fee-only, comprehensive wealth mgmt firm with 5 'ees and ~$130M under mgmt. We are seeking to acquire the practice of a fee-based or fee-only practice located in central OH. Alternatively, we are approachable about a merger and partnering as our possible future succession plan.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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