FIRM SNAPSHOT

22-409 Headers and Charts22-409 Headers and Charts219-251-header2

This fee-only RIA based in the Southern New Hampshire Area provides tax planning and preparation, comprehensive financial planning, and investment management services to its 69 client households. The trailing 12-month revenue for this practice is $337,716 from managing approximately $51 million in assets for its 69 client households.
 
The ideal acquisition partner would be a well-established, tax focused, fee-only comprehensive financial planning firm that has a client-centric service model and has, or would be willing to establish, a presence in Southern New Hampshire. The seller is seeking an acquisition partner that is a true fiduciary to its clients and has CFP and CPA and/or EA professionals on staff.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON
Log in to your member dashboard to inquire. Not a member yet? Learn more and sign up for a free membership.

FP Transitions

Subscribe to our newsletter.