PRACTICE INFORMATION

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This RIA/RR practice located in the suburbs of Northwest Philadelphia focuses on providing clients with sound, objective financial planning and wealth management. Annual gross revenue is $538,593, 99% of which is recurring—$467,970 from fees on AUM and another $63,664 from variable annuity trails.

With 36 years of experience and a longstanding client base, this practice is well-established and presents a flexible opportunity for firms seeking expansion into the greater Philadelphia area. An ideal buyer would take a similar approach to comprehensive, well-rounded financial planning and wealth management, and have at least one Certified Financial Planner® on staff. One licensed advisor would like to stay with the firm post-closing.

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