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Knowledge and Insight > M&A Issues
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My Story: 11.27.18 Mature Solo Practitioner, Minneapolis-St. Paul, MN

Bill McGuire | RIA Match, November 2018
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Summary: I'm a 63-year-old CFP® adviser with my own independent RIA in the Mpls west metro, seeking an adviser to join my one-person firm for possible succession. I specialize in ESG/SRI and investment/financial/retirement planning for women. You must share those interests. If you want fair treatment and comp, no bs, freedom to do the right thing, and an opportunity to take over my firm, let's talk.

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