Overview

We are interested in chatting with you about a potential merger opportunity. Our founding partner and firm’s largest advisor by AUM is currently in his 60’s and looking for way to slow down yet still service his large client base. He would ideally like to merge or acquire another firm with an experienced advisor(s) to assist in his transition and take over a portion of his book. We own our own RIA and broker-dealer so are not looking for a sale but there is significant opportunity for the right person to join as a partner and continue to help us grow. Let me know if you would want to set up a time to discuss.


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