Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Dublin, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$302,430.00
# of Accounts
425
Avg Client Age
61
Overview

A Wealth Advisor who works with a select group of successful families. Full Comprehensive Financial Planning is the foundation of our practice. We work with various Subject Matter Experts to make sure that in each unique plan all the pieces to their puzzle fit together. I would love to add value to a larger number of families by finding an opportunity to purchase an existing practice.

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