PRACTICE INFORMATION

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This independent Colorado RIA has been in operation for 26 years and continues to experience strong growth with more than $800,000 in revenue over the trailing 12 months, 99% of which is recurring, fee-based revenue on approximately $116 million in fee-based assets. Many of the firm’s clients are individuals and business owners located in Colorado’s majestic resort communities. The firm specializes in portfolio structuring and maintenance, retirement plan solutions, and holistic financial planning.

The preferred buyer would be a client-centric RIA firm that provides a customized, high-touch client experience. A seamless transition and finding a buyer with a “client first” approach business model is paramount. The preferred buyer would also custody client assets at Charles Schwab & Co., Inc., and would maintain the firm’s current office space, as many clients are accustomed to meeting in person. The firm’s principal partner would like to work part time post-acquisition, while the firm’s other younger partner, who is a CFP, would like to remain onboard full time with the buyer post-acquisition.

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