Overview

We are a hybrid RIA firm looking to grow through both marketing and acquisition. I have 10 years experience and I am a CFP. The practice currently consists of me, an associate advisor, and a practice manager. I would like to find an advisor that is looking to exit the business and wants to leave his/her clients in good hands. We have the capacity to grow and deliver a great, consistent client experience.

Last Activity
6 months or more

Business Data

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