New Seller in California!

New Seller in California!

RIA For Sale

This is a rare opportunity to acquire a fee-only RIA in California with 61 households with no required overhead. The owner has had the clients for approximately 9 years and believes that financial planning is the cornerstone of all client relationships.

The owner is looking for a successor that is fee-only, has a strong financial planning background, offers consistent client service with empathy, compassion, diligence, advanced technology, and is experienced.

Next Steps:

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