Overview

I am looking to be the successor for a retiring advisor's practice in the Cincinnati area. I am a younger Certified Investment Management Analyst(R) with 15 years in the financial services industry. I plan on being an advisor for the next 25 - 30 years. We started our own RIA in 2013 and our firm, of four advisors, currently manages approximately $450 million in client assets. We are a professional firm with very nice office space in our stand along building that offers client-designated parking.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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