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Financial Advisor   

$191MM AUM | $1.3MM GDC in Montecito, CA

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this month

Business Mix:

16% Comm
84% Fee


Montecito, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are an established and well-credentialed team open to acquiring a practice with values consistent with our own – a client-centric model. If you are looking to successfully transition to retirement and ensure your clientele receive the exemplary care and service they are accustomed to, we would like to learn more about your practice and how we might work together. Our team also has prior experience with practice acquisition and can ensure a seamless and smooth transition for your clientele.

We welcome the opportunity to discuss your unique office needs, time line, financial goals, and transition priorities.

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