PRACTICE INFORMATION

22-366 Headers and Charts22-366 Headers and Charts2

This RR/IAR practice, conveniently located in the Annapolis, Maryland region, has easy access to the surrounding Baltimore/Washington metropolitan areas and has roughly $60 million in assets. It takes an individualized and high-touch approach to servicing their 133 client households. This practice generated over $285,000 in revenue in 2021 managing 401k plans, consulting/estate planning, and commissions plus trails from annuities, mutual funds, stocks, and insurance. 

The practice’s sole owner is looking for a glide path to retirement with a well-established firm that employs a consultative approach to client service and has previous acquisition experience. The seller would prefer a firm that has a local presence or has a demonstrated track record of being able to service clients remotely.

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