$1.1M Rev. Retirement planning firm in New Jersey - Business for Sale
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Retirement Planning Firm in New Jersey Serving HNW Clients
NJ, US
Added 5 months ago
Financial Services, Business and Professional Services
9 years in business
Remote
This New Jersey-based financial services firm specializes in fiduciary-centered retirement planning and tax-efficient income strategies for high-net-worth clients, with a physical presence in Mount Laurel and a digital-first, nationwide consulting model.
Key Information
Asking
$0
Revenue
$1.9M
Earnings
$1.1M
Multiple
0.0x
Key Highlights
- Founded in 2017
- Primarily serves pre-retirees and retirees with $1M–$5M in investable assets
- Transitioning to a Registered Investment Advisor (RIA) model with recurring fee structure
- Physical office in Mount Laurel, NJ with digital-first, nationwide client service
- Systematized onboarding and review processes with high client retention
- Business is relocatable
Contact Info
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