Wealth Management & Financial Advisory Practice

Description

Established Wealth Management & Financial Advisory PracticeEstablished 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