Selling or Merging Your Practice?

Gain the freedom and security you need if you wish to sell or merge your financial practice

Selling your financial practice

In business, it is essential to have partners who are dynamic, growing and attractive to the marketplace.  Our firm fits this mold.

We are proactive in servicing clients and highly effective and thorough in our process and operations. Our proprietary 3P Approach©  to financial planning means clients experience a highly personalized process.

If you are considering selling your financial planning practice, it’s important to find the right fit for you, your family, your staff, and your clients.  When it comes to an acquisition, we share these values.


We believe in the value of taking a complete wealth management approach to address each client’s financial situation.  We are seeking opportunities to expand our scope by acquiring practices from successful advisors who share our client service philosophy and ethical standards.  The commitment to put every client’s interests first is evident in every aspect of our business.

We’re known for taking a conservative approach to wealth and investment management and have built a reputation based on sound judgment and prudent decision-making—values that have helped so many of our clients protect their existing assets and successfully pursue their goals.


We are open to working with other advisors in a variety of financial and life situations, including:

• Acting as a continuity partner
• Acquisition for purposes of retirement
• Merger with intentions of a long-term succession plan
• Partial practice sale

If you have a practice built on using a consultative process to service your client needs, we invite you to become familiar with our firm, people, and proprietary 3P Approach© to financial planning.  We welcome the prospect of talking with you to see if we have a good fit and alignment of goals, and are happy to forward an introductory kit which outlines our ideal acquisition criteria.

We know that you want what is best for your clients, and that you also want what is best for you and your family.  If you’ve decided to sell your wealth management practice, let’s chat.

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