We are a 3 partner firm, specializing in financial planning and investment management. We are a fee-based firm with two locations in 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.

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