PRACTICE INFORMATION

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This fee-only RIA based in western Michigan provides financial planning and investment management services to its 192 household clients.  Client portfolios mainly consist of mutual funds, ETFs, and other individual securities. The firm is committed to the fiduciary model and continuing to research, learn, and grow to provide a caring, personal connection with their clients. This practice’s trailing 12-month revenue is $837,605 from managing over $110 million in assets.

This is a Sell and Stay® opportunity with two of the practice’s principals seeking meaningful post-sale employment and a pathway to equity with the acquiring firm. The ideal acquisition partner would be a fee-only fiduciary RIA with at least one CFP® on staff, have an established custodial relationship with TD Ameritrade, and have a demonstrated track record of providing quality service to its clients.

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