David Pan

New RIA Seller in Massachusetts

RIA For Sale This is a rare opportunity to acquire a fee-only RIA in Massachusetts with only 16 extremely loyal households (average tenure of 20 years) and over $26 million in AUM. This book of business has high multi-generational relationships and very low overhead. The owner is looking to slow down but will be retaining […]

New RIA Seller in Maryland

RIA For Sale This is a great opportunity to acquire a streamlined, fee-only RIA, in Southwestern Maryland that has grown steadily over the years. The company has only 59 loyal, high net worth clients. Most of the clients are local and have been with the firm for almost a decade. The owner is looking for […]

Succession Resource Group Expands Talent Pool With Key Hires

PORTLAND, Ore. (Nov 17, 2020) – Succession Resource Group (SRG) is excited to announce three strategic hires to keep up with growth and continue to deliver best-in-class service to SRG’s valued clients. Adding to SRG’s existing roster of talented professionals, the team has recently hired Josh Clifford, CVA®, Katelynn Clements, JD, and Marc Stein, AIF®. […]