Madison Financial Advisory & Wealth Management Practice - 16-Year Established Firm

Madison, Nebraska

About This Business

This well-established financial services firm has been serving the Madison, Nebraska community and surrounding regions since 2008, building a loyal client base and strong reputation over 16 years of consistent operations. The practice offers comprehensive financial planning, investment advisory services, and wealth management solutions tailored to both individual and business clients. With an experienced team of 19 professionals including certified financial planners and investment specialists, the firm maintains strong operational systems and established client relationships that generate predictable recurring revenue. The business demonstrates solid financial performance with annual revenues exceeding $1.3 million and healthy cash flow of approximately $130,000 annually, reflecting efficient operations and client retention. The practice benefits from a diversified service model combining fee-based advisory services, investment management, and financial planning consultations. This is an excellent acquisition opportunity for an investor seeking to expand their financial services footprint in a stable Midwestern market, or for a financial professional looking to acquire an established, turnkey operation with professional staff and existing revenue streams already in place.

Financial Details

Business Details