Established Madison Financial Advisory & Wealth Management Practice - 20-Year Legacy

Madison, Nebraska

About This Business

This profitable financial services firm has built a strong reputation across Madison and surrounding Nebraska communities since 2004. Specializing in comprehensive wealth management, investment advisory, and financial planning services, the business serves a diverse client base including individuals, families, and small business owners. With $3.58M in annual revenue and healthy $462K+ cash flow, the operation demonstrates consistent profitability and client loyalty. The practice features a well-trained team of 12 professionals including financial advisors, planners, and administrative staff, all positioned to continue serving the established client base under new ownership. The business benefits from deep community roots, strong client relationships, and recurring revenue streams from advisory fees and asset management services. Clients span multiple demographics and industries, reducing concentration risk. All systems are professionally organized with modern financial planning software and compliance protocols in place. The retiring owner is seeking a qualified successor to maintain the firm's reputation and client relationships. This represents a turnkey opportunity for financial professionals seeking an established practice with proven economics and growth potential in a stable Midwestern market.

Financial Details

Business Details