Overview

Planning first firm, high service model, team approach, looking for an exit or transition to our firm. We place a high value on client education.

Young, fast-growing firm that has been on the Inc. 5000 list the past two years as one of the fastest growing companies in the country.

Would prefer to work with an advisor willing to develop a transition strategy and is willing to structure a deal as such.

Last Activity
within 6 months

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