Overview

We are a 3 partner firm, specializing in financial planning and investment management. We are all 40 and under, and are fee based. We have three offices throughout the Greater Boston area, and have completed successful practice acquisitions in the past.

We are seeking to acquire a practice from a retiring advisor as part of his/her succession plan. We are open to merging a retiring advisor into our practice as part of a phase-out, or a straight purchase. We are well capitalized and well financed.

Market
IBD
Member Level
Chalice
Last Activity
this month
Listing Age
647 days old

Business Data

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Clearing Firm / Custodian

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