PRACTICE INFORMATION

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This Boston-area RIA practice provides custom comprehensive financial planning and investment management services to its clients. The practice has trailing 12 months gross revenue of approximately $486,000, of which approximately $280,000 is from managed assets and $200,000 from financial planning fees. This practice employs a low-cost, transparent investment strategy for its clients with an emphasis on socially responsible investing.

The preferred buyer would be a well-established RIA firm with at least one Certified Financial Planner® on staff with significant experience creating customized comprehensive financial plans for clients. The preferred buyer would also have a demonstrated commitment to a financially conservative and socially responsible investment philosophy. The two CFPs on staff, one full time and one part time, wish to remain post-sale. The principal would also consider remaining post-sale if desired by the buyer.

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