Established Wealth Management & Investment Advisory Firm - Georgetown, WV

Georgetown, West Virginia

About This Business

This well-established financial services firm has built a strong reputation throughout Georgetown and surrounding communities since 2007. Specializing in comprehensive wealth management, investment advisory, and financial planning services, the business serves a diverse clientele of high-net-worth individuals and corporate clients. With 15 dedicated professionals, the firm maintains an impressive annual revenue of $5.1M and generates substantial annual cash flow of $418K, demonstrating consistent profitability and stable client relationships. The practice features a loyal client base with recurring revenue streams, established operational systems, and a talented team experienced in portfolio management, retirement planning, and estate planning. Located in Georgetown's professional district, the firm operates from premium office space positioned for continued growth. The current owner is relocating and seeking a qualified buyer to continue this legacy business. This represents an exceptional opportunity to acquire a thriving, turnkey financial services operation with strong community ties and proven performance metrics.

Financial Details

Business Details