Established Madison Financial Planning & Investment Advisory Practice

Madison, New Jersey

About This Business

This well-respected financial services firm has been serving the Madison, New Jersey community and surrounding areas for nearly 30 years. Built on a foundation of trust and personalized service, the practice specializes in comprehensive financial planning, investment management, and wealth advisory services for individual and small business clients. The business has developed a loyal client base that generates consistent, recurring revenue through fee-based advisory services and investment management fees. With an annual revenue of $547,467 and a healthy cash flow of $66,841, this established practice demonstrates strong profitability and operational efficiency. The lean team of 4 professionals works collaboratively to deliver high-quality service while maintaining excellent client retention rates. The business operates with established systems, documented processes, and a solid client relationship management infrastructure. The owner, who founded the practice in 1995, is retiring and seeking a qualified buyer who can seamlessly continue serving the existing client base. This is an exceptional opportunity for a financial advisor, established firm, or investment professional looking to acquire an established client base and proven revenue stream in a desirable New Jersey market. The transition can be structured to ensure continuity and client satisfaction.

Financial Details

Business Details