PRACTICE INFORMATION

22-394 Northeast Headers and Charts22-394 Northeast Headers and Charts219-251-header2

This fee-only RIA in the Northeast offers personalized financial planning and investment management services to individuals and small businesses. The practice’s 40 client households are primarily located on the eastern seaboard. Over the last 12 months, this practice generated nearly $415,000 in gross revenues from managing $70 million in assets.

The ideal acquisition partner for this practice would be an established, planning-focused fee-only firm that has at least one CFP on staff.

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