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This fee-only RIA in the Boston suburbs provides its 50 households with exceptional comprehensive financial planning and investment management services. Trailing 12-month revenue for this RIA is nearly $680,000, comprised of over $500,000 from managing over $43,000,000 in assets, with the remaining $180,000 from financial planning fees. The majority of this RIA’s clients are in New England, with a small percentage of clients residing in other regions.
 
The ideal acquisition partner for this RIA is a planning centric, fee-only RIA with a New England presence that has an established track record of providing clients with bespoke planning and integrated wealth management. The founder of this RIA will assist in successfully transitioning clients and is open to staying on in a variety of capacities with an acquiring firm. There are currently four full time employees that would like to have meaningful employment post transaction.

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