NEW SELLER in North Carolina!

NEW SELLER in North Carolina!

RIA For Sale

This is a rare opportunity to acquire a fee-only RIA in North Carolina with 114 households and extremely low overhead. The book of business is relatively self- sufficient as the owner currently services the clients remotely, traveling to meet with clients once every two months.

The owner is looking for a successor that is experienced, has their CFP© designation, and is a good fit for the client. The buyer must be willing to retain the RIA to ensure a smooth transition for clients.

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