Located in the New York City metro area, this IAR/RR practice is focused on providing client-centric, values-based financial planning and wealth management services. Using a comprehensive approach to wealth management, this practice strives to bring clarity and confidence in financial decision-making to each of its 239 client households. In 2021, this practice generated nearly $1.88 million in revenue from managing roughly $200 million in assets.

The ideal acquisition partner for this practice would be a well-established firm that has a client-first/centric mentality, defined operational processes, and a presence in the New York City area. The acquisition partner must also be willing to provide the practice’s principal a glide path to retirement and provide meaningful employment for the practice’s well-credentialed staff post-sale.