Georgetown Financial Advisory & Wealth Management Practice - Established 2006

Georgetown, Tennessee

About This Business

Established in 2006, this thriving financial services firm in Georgetown, Tennessee has built a solid reputation serving the local and regional clientele with comprehensive wealth management, investment advisory, and financial planning solutions. Operating with a dedicated team of 20 professionals, the practice generates impressive annual revenue of $2.18 million while maintaining healthy annual cash flow of $96,416. The business has developed strong client retention rates through personalized service and trusted advisor relationships cultivated over nearly two decades. This acquisition presents an exceptional opportunity for a financial services entrepreneur or established firm seeking to expand their market presence in Tennessee's growing professional services sector. The practice operates from a professional Georgetown office location with established infrastructure, systems, and client management protocols. The diverse revenue streams include fee-based advisory services, investment management, insurance products, and financial planning engagements. The experienced management team and professional staff provide stability and continuity for any new ownership transition. The owner is motivated to sell to pursue other business ventures, making this a motivated-seller opportunity with significant growth potential for the right buyer.

Financial Details

Business Details