PRACTICE FOR SALE:
$192MM AUM | $1.5MM GDC In Falmouth, MA

View this Listing: https://successionlink.com/advisors/14828/

Overview: Examining continuity and succession options. Full service financial planning and investment management.

$26MM AUM | $287,000 GDC In Dallas, TX

Succession Link is the leading networking and communication platform connecting financial advisors who are interested in buying, selling or merging their practices. We provide state-of-the-art tools leveraging resources, data, and knowledge to set the stage for desired business expansion and succession planning opportunities.