Overview

IFS is a fast growing hybrid RIA that specializes in retirement planning in Charlotte, NC. We manage $230MM of client assets and generate $2.0MM of annual revenue.

We are interested in discussing potential mergers or acquisitions with either sole practitioners or similar firms such as ours. Our business model and platform are extremely efficient allowing for low overhead and industry high payouts. We would welcome a conversation with you to discuss how we may enhance your experience in the industry or prove a winning solution for your succession planning.

Market
Advisor/RIA
Last Activity
this week

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