Overview

We are a Hybrid RIA Firm with LPL Financial LLC as our Broker/Dealer. Our RIA firm is National Wealth Management Group, LLC. We are looking to grow our business by creating exit strategies for advisors looking to work a few more years with us then transitioning their business to our firm. We hope to acquire quality practices in our two main areas of operation. That is Southwestern Ohio within 100 miles and South Florida within 100 miles of Boca Raton, Florida

Last Activity
6 months or more

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