Overview

We are a family firm of two Financial Advisors [one CFP(R)]. We are looking to buy a practice or merge with a larger firm. We are in the process of moving to more of a fee-based model. We would like to be a succession or continuity partner for a retiring Advisor. We consider ourselves to be Financial Planners who take a holistic approach, focusing on Financial Wellness for our clients.

Last Activity
6 months or more

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