Chester Financial Advisory & Wealth Management Firm - Established 2001

Chester, Washington

About This Business

Established in 2001, this premier financial services firm has built a strong reputation throughout Chester, Washington and the surrounding region. With an impressive annual revenue of $4.58 million and healthy cash flow of $425,985, this business demonstrates consistent profitability and client retention. The firm specializes in comprehensive wealth management, financial planning, and advisory services tailored to high-net-worth individuals and small business owners. The operation is supported by a dedicated team of 10 experienced professionals, including certified financial planners and investment advisors. The business benefits from a diversified revenue stream including advisory fees, investment management, and financial planning services. The established client base is loyal and recurring, providing predictable revenue patterns that have sustained growth over two decades. This turnkey opportunity offers an incoming owner immediate cash flow and an established infrastructure ready for expansion. The seller is transitioning to pursue other ventures and is motivated to find a qualified buyer who will continue serving the Chester community. Perfect for a financial services professional seeking to acquire an established practice with proven systems and strong market presence.

Financial Details

Business Details