PRACTICE INFORMATION

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This New Hampshire-based, fee-only RIA is focused on providing individually tailored financial plans and proactive investment management to each of its 177 client households. With trailing 12 months revenue of $1,354,327 from managing approximately $115 million in assets, this practice would make a great addition to a larger RIA seeking to expand its roots in New Hampshire. All portfolio management for the practice’s clients is done in-house.

The ideal buyer would be a fee-only RIA firm that is committed to providing exceptional service to its clients and to retaining a physical presence in New Hampshire. Two of the practice’s advisors wish to remain with the buyer post-sale. There is an opportunity for the acquiring firm to also purchase the practice’s current office space.

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