Established Wealth Management & Investment Advisory Firm - Springfield, CT

Springfield, Connecticut

About This Business

Premier investment advisory and wealth management practice located in the heart of Springfield, Connecticut, serving affluent individuals and small business owners throughout Fairfield County since 1999. This well-established firm generates $4.3M in annual revenue with a healthy $374K cash flow, reflecting strong client retention and steady business growth over two decades. The practice specializes in comprehensive financial planning, portfolio management, and retirement strategies, built on a foundation of trust and personalized service. The business operates with a lean, experienced team of 19 professionals including certified financial planners and investment advisors who manage substantial assets under administration. The firm benefits from excellent market positioning in an affluent demographic area with recurring revenue from fee-based management and advisory services. Client relationships are well-documented with long-term retention rates significantly above industry averages. Seller is transitioning to pursue other entrepreneurial ventures and is offering this profitable, turnkey operation to a qualified buyer. Ideal for financial professionals seeking an established platform with growth potential and an existing client base in a thriving Connecticut market.

Financial Details

Business Details