$500MM AUM | $4MM GDC in Berwyn, PA

Market
Advisor/RIA
Member Level
Lite
Last Activity
today
General
Compatibility
Location
Berwyn, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
300
Avg Client Age
55
Overview

We work with business owners to provide financial services to them, their family, and their employees. We are a Full Service Benefits, Investments, and Insurance Firm looking to grow. We would like to acquire or merge with a like minded firm. We are an elite retirement plan practice also looking to acquire plans from advisers who want to exit that part of the business.

We have a great client onboarding process, and service model, this is especially important when looking at a firm to acquire your business, as the ability to effectively onboard the clients and maintain the relationships is key to you getting the highest value for the seller. We have done it, and have references that can back it up.

We are always looking for highly motivated people to join our growing team!

We offer full service financial planning
Investment allocation
Life/IDI/LTC insurance solutions
401(k)/DB/Cash Balance plan design, implementation, investment, communication and administration
Group employee benefits

We help people Live Well and Retire Comfortably.

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