This fee-only RIA is focused on holistic goal centric financial planning and investment management for its 209 client households. This RIA values a team approach and a culture of collaboration and inclusivity over competition. With projected 2022 revenues of $2.5 million from managing over $340 million in assets, this RIA would make a great addition to a firm seeking to establish or expand in the Midwest.
The ideal acquisition partner for this RIA would be a mid-sized planning-focused fee-only RIA with a sophisticated tech stack that understands the importance of process development to create efficiencies and a consistent client experience. This is a Sell and Stay® opportunity with the RIA’s principals and staff seeking meaningful employment post-sale.
