This RIA in eastern Washington provides a full scope of wealth management services to its clients, including customized financial planning and investment management. This practice has experienced steady year-over-year revenue growth, with current annual revenue of approximately $677,000 from $102 million in assets. The firm’s principal has deep roots in eastern Washington with well-established referral networks.
The preferred buyer would be a fee-only RIA firm that offers comprehensive financial planning and utilizes individual securities to create specifically tailored investment strategies for each client. The seller also prefers a buyer that has at least one Certified Financial Planner™ on staff.
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