$599,000
Accounting / Tax Practice; Financial Related / Finance Company
Established Wealth Management & Financial Advisory Practice
Established financial advisory and wealth management firm offering a broad
range of services including retirement planning, investment management, estate
planning, insurance solutions, tax-efficient strategies, and education
planning. The business operates with a fiduciary-focused approach and has
developed a strong reputation for personalized client service and long-term
financial guidance.
Also included in the sale is an established CPA practice, creating
additional recurring revenue streams, cross-referral opportunities, and
expanded client service capabilities. This opportunity is ideal for an existing
financial services firm, independent advisor, CPA practice, insurance group, or
financial professional looking to expand through acquisition. The company
benefits from recurring client relationships, an established digital presence,
educational content marketing, and a scalable operating model.
The business has developed strong brand credibility through ongoing market
commentary, retirement education content, and financial planning resources that
help generate and retain client relationships. Services are designed around
long-term client engagement and portfolio management, creating strong recurring
revenue potential and client retention opportunities.
For inquiries or to get in touch with us directly, please feel free to reach out via the provided phone number or complete the form below. We’re here to assist you in any way we can, making your business exploration as seamless as possible.
Brian Smith
