We are a privately owned hybrid firm looking for expansion throughout the eastern half of Pennsylvania either through purchase, succession, continuity or merger. We have experience in purchasing financial planning practices and have successfully transitioned 4 practices from one adviser to another. We also have funding options available and can be creative to make deals work. We are in aggressive growth mode provided we find the right fit.
We are very opened minded in being collaborative in supporting growth provided you share our passion, work ethic and client-centric approach to producing great outcomes to clients. We welcome any conversations from like minded individuals or groups who would like to discover how we can compliment each other!