Established Savannah Wealth Management & Financial Advisory Firm

Savannah, Georgia

About This Business

This prestigious financial services firm has been a trusted pillar of the Savannah community since 1993, building an exceptional reputation for comprehensive wealth management, investment advisory, and financial planning services. With a strong client base generating over $2.3M in annual revenue and consistent cash flow of $127,580, the business demonstrates stability and profitability in an increasingly competitive market. The firm serves both individual and corporate clients throughout the greater Savannah region. The operation is supported by a dedicated team of 10 experienced professionals, including certified financial planners and investment advisors who have established deep relationships with the local business community and residents. The business operates from a professional office location and maintains robust systems for client management and compliance. This is an exceptional opportunity for a qualified financial services professional or established firm seeking to expand into the Savannah market. The owner is relocating and seeking a qualified buyer ready to assume operations of this well-established, income-producing business with existing client relationships and a proven track record of success.

Financial Details

Business Details