Franklin-Based Financial Advisory Practice with Established Client Base

Franklin, Utah

About This Business

Established in 2017, this thriving financial services firm has built a loyal clientele throughout Franklin and surrounding communities in Utah. The practice specializes in comprehensive financial planning, investment management, and retirement strategies tailored to individual client needs. With a lean, highly trained team of 4 professionals, the business operates efficiently while maintaining exceptional client relationships and satisfaction rates. The firm has demonstrated consistent growth with annual revenues of $2,528,275 and a healthy cash flow of $268,705, reflecting strong market positioning and sustainable business operations. The practice serves a diverse client base ranging from young professionals to pre-retirees seeking personalized wealth management solutions. This is an exceptional opportunity for a financial advisor or investment professional looking to acquire an established practice with existing revenue streams, established systems, and a reputation for quality service in a growing Utah market.

Financial Details

Business Details