Your Succession Solution: An Opportunity for Experienced Financial Advisors

Are you a financial advisor in the Bay Area managing $30–50 million in AUM and seeking a successor you can trust to uphold your legacy? We understand how challenging it can be to find the right person to care for your clients and ensure their financial futures remain in expert hands. That’s why we’re introducing an exceptional solution: a seasoned, 25+ year veteran of wealth management who transitioned his practice to independence after a successful career at Edward Jones. He’s now focused on serving as a dedicated successor advisor for small to mid-sized practices, offering a seamless transition plan for advisors like you.

This successor brings not only deep expertise but also a local presence and a commitment to personalized client care. With a track record of helping families and businesses navigate financial complexities, he’s the ideal choice to preserve and grow the relationships you’ve built over your career. Whether you’re planning for retirement or simply want to ensure a future contingency plan is in place, this opportunity offers peace of mind for you and your clients.

Why Choose This Opportunity?

• Preserve Your Legacy: Ensure your clients are cared for by a local advisor with over two decades of experience and a proven commitment to personalized service.

• Client-Centric Approach: Your clients will receive the same high level of care, expertise, and attention they expect.

• Future-Proof Your Practice: Gain peace of mind knowing your practice and the relationships you’ve built are in capable, trustworthy hands.

This is an ideal opportunity for advisors who have built a successful career within the constraints of a large organization and now want independence without going it alone.

Requirements:

• A minimum of $25 MM in AUM

• Experience serving clients with a comprehensive, cash-flow-based financial planning approach, ideally with tools like eMoney or Right Capital