Overview

We are a growing independent firm looking for opportunities in Indiana and surrounding areas to grow our practice. We are interested in successions, buy-outs, work-outs or a straight cash purchase. Interested in an existing RIA set up. We use both Fidelity and Schwab platforms. Willing to maintain other office spaces and staff as desired. Our focus is truly a consultative approach. From planning, estate and tax considerations, wealth transfer and true sustainable income planning. We work hard to gain the confidence and relationships our clients need.

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