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Financial Advisor   

$195MM AUM | $1.8MM GDC in Lexington, MA

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Lexington, MA, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,500
Avg Client Age
65

Overview

We are a team of two experienced advisors and four excellent staff members. Most clients are local, within a 40 minute drive from our office. Clients visit us for reviews every 6 months. Our advisors are 54-years-old and a 36-years-old with 30 years of total experience. We will add and train another adviser in their late 20's as our firm grows.

Our top priority is our staff, who's top priority is the client. This focus on staff and their detailed focus on our client's needs has allowed us success through the years. Our well trained team takes a highly personalized approach in working with each individual family. We deliver proactive strategies and services in the areas of financial planning, portfolio management and retirement planning. We hope to grow through acquisition of another firm in need of care for it's valued clients.

We have smoothly transitioned large groups of clients from several other firms to our care. We understand the process of business transition.

 
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