This Oregon-based boutique fee-only RIA offers goal-based financial planning and wealth and investment management services to 52 client households mainly comprised of down-to-earth high net worth individuals and families. This firm deploys a high-touch, team approach aligning clients’ money with their values to enable financial wellbeing. This RIA currently generates roughly $760,000 in trailing 12-month gross revenue from managing $121.4 million in assets.
This is an ideal opportunity for a strictly fee-only firm with a planning-first mentality that is looking to establish or already has a presence in the Pacific Northwest. The acquiring firm will need to have a demonstrated passion for client service and an individualized high-touch client service model. One of the principals of the practice is looking forward to retiring. However, the other principal and a support staff member would both like to stay post-sale.