Overview

I practice comprehensive financial planning for a large number of my clients, and then offer a variety of different account and product types for their wealth management needs (based on the financial plan) as well as risk management/insurance products. Currently I have a team of three support people, and am looking to explore succession/practice purchase opportunities with the right partner. In order for me to agree to a purchase arrangement with someone, I would want to have closely evaluated how the seller's practice syncs up with mine, to ensure that we can provide the right service and support to the seller's clients.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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