Overview

I am an established advisor, with my own firm. I want to help you through your transition. I am the principal advisor with my own branding, website, networking, and outreach and ready for DOL changes. I have already acquired one book of business and I'm looking to acquire additional and help advisors transition to retirement. I have 2 associates which include an experienced advisor and a junior advisor. I am also looking to expand and add at least 1-2 more junior and experienced advisors or associates who would like to transition into the business or grow their existing business. I have staff to help these associates. I also have a Tax Preparer on staff to help the firm provide tax advise to all clients.
I want to be a bridge, and transitional agent, to those advisers looking to retirement and give them a fair market value for the business they have built over their life time. While at the same time I'm looking to be a bridge and transitional agent to those entering into the financial services business by offering mentoring and business building.


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

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