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Knowledge and Insight > M&A Issues
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My Story-Aug 29: Fiduciary Focused Firm Looking to Acquire

Mary Ann Buchanan | RIA Match, August 2019
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Summary: ​We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms.  Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs.  Always a fiduciary.

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