PRACTICE INFORMATION

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This fee-only firm is based in the Northeast and is focused on providing hands-on investment advisory and financial planning services to over 340 households. The firm’s leaders take great pride in delivering customized solutions for clients while also providing ongoing education. The firm is managed efficiently, closing 2021 with over $1.2 million in non-adjusted EBITDA. Trailing 12-month revenue is approximately $3 million from managing over $600 million in client assets. 

The ideal acquisition partner for this firm is a fee-only RIA that shares the belief that success is built on building deep relationships with clients. This is a Sell and Stay® opportunity with the firm’s principal seeking to be part of the business for at least 3 years post transaction. Also, the firm has 5 staff members that would like to have meaningful employment with the buyer post-sale. 

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