PRACTICE INFORMATION

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This fee-only RIA practice located in eastern Massachusetts is focused on providing personalized service to each client, which includes working with each client to help them achieve their financial goals without having to sacrifice their quality of life. This practice’s typical client is looking for long-term financial security and does not wish to chase returns or beat the market. This practice has trailing 12 months revenue of approximately $850,000 from over $146 million in fee assets.

The preferred buyer would be a well-established fee-only RIA looking to expand its presence in eastern Massachusetts.

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