Overview

We are a Boston headquartered fee only investment advisory firm offering a service-intensive, highly personalized approach to investment management and financial planning.

We are actively looking to acquire smaller books of business (up to $100 mm AUM) from retiring or near retirement age advisors who are looking for liquidity and an exit strategy.

We do not need outside capital to fund deals in this range.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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