PRACTICE INFORMATION

22-385 Headers and Charts22-385 Headers and Charts219-251-header2

This Georgia based fee-only RIA provides comprehensive, cash flow based financial planning, investment management, tax, and estate services to 368 client households that are primarily located in the Southeast. With 2021 revenues of roughly $2.9 million from managing nearly $350 million in assets, this RIA would make a great addition to a larger RIA seeking to establish or expand its roots in Georgia. 

The ideal partner for this RIA would be a well-established fee-only firm with a client first mentality that offers complimentary client services. This is a Sell and Stay® opportunity so potential partner firms should be prepared to offer meaningful employment opportunities to the RIA’s principals and staff post-sale. 

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