Overview

Seeking advisors and CFPs who are interested in joining a team or who are looking to exit/retire from the business. We are a wealth management practice that focuses on comprehensive financial planning. We offer competitive succession plans for those exiting the business and have the ability to help advisors monetize & grow their current book of business. Our short-term goal is to grow our team practice AUM to 500 Million. *I am only listing my AUM and GDC on the advertisement, not the practice's numbers. Currently operating with 14 team members with space to grow in a brand new office. Planning/fee based.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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