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Financial Advisor   

$500MM AUM | $3MM GDC in Berwyn, PA

Member Level
Lite
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Berwyn, PA, US
12 Month Gross Revenue
$3,000,000
Number 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 advisors who want to exit that part of the business with the new DOL fiduciary regulations.

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

Succession and exit planning

We help people Live Well and Retire Comfortably.

 
Extended Profile Information

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