Are you a financial advisor who is getting ready to retire?

Are you an advisor looking to sell your business and do something different?

Are you worried about selling your practice because you feel obligated to continue caring for your clients?

Allred Wealth Management works with advisors in the process of executing a succession plan so they can enjoy the retirement or new venture they have planned so diligently for.

If you are looking to sell your business, here is what we offer:

• We take care of you and your clients.
• We work with advisors whose practices are large enough to have a history but small enough to provide their clients with caring, individualized attention.
• We look to acquire practices that do not want to sell to large, impersonal wealth management firms.
• We give our clients undivided personal attention. We get to know your clients, and you can trust that a client will never be a number to us.
• We don’t put your clients in a box; each financial strategy is carefully planned and executed for that specific client. Our clients benefit from highly customized portfolios.

Transitioning Your Firm 

We understand that passing on your clients to a new advisor is not an easy process. It can be riddled with worries about how your clients will feel as they enter a new partnership. That is why we work hard to make sure our transition process enables your clients to feel comfortable and avoid sudden and jarring changes.

Together, you and Brian will work as a team.

Brian will then attend client meetings with you to foster a shared relationship with each of your clients.

Upon completion of the first year of partnership, Brian begins to take the lead in client meetings and in the responsibility of working with your clients and managing their investments.

Upon completing the second year, you are free to exit the partnership gracefully, knowing things are in good hands.

If we sound like a good fit for your practice and your clients, reach out to start the discussion with us today! Let’s work together to put both you and your clients first.