Investment Group – Investment Advisor

We represent a large advisory group with top financial experts that specialize in managing diverse portfolios of high net worth individuals and business owners. This group understands the importance of providing premier client service while assisting all their clients reach their financial and retirement goals.

The Opportunity

This dynamic team is seeking to grow through the acquisition of investment portfolios (minimum nine figures) with a subsequent sale of the practice to facilitate the succession plan and the retirement goals of the advisor at a mutually agreed upon time.

This is an ideal opportunity for someone considering retirement who wants to maximize the financial transaction while ensuring their clients receive a seamless transition and continue to receive the highest levels of customer service.