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.