Salem Hawaii Financial Advisory & Wealth Management Practice - $1.7M Revenue

Salem, Hawaii

About This Business

Established in 2021, this thriving financial services firm has rapidly built a strong market presence in Salem, Hawaii, serving both local residents and businesses with comprehensive wealth management solutions. The practice specializes in investment advisory, retirement planning, tax optimization strategies, and estate planning services. With a proven track record of consistent growth, the business generates $1.7M in annual revenue with a healthy $217K cash flow, demonstrating operational efficiency and client satisfaction. The well-organized team of 24 professionals includes certified financial planners, investment advisors, and administrative staff who have developed strong client relationships and referral networks throughout the Salem community and greater Hawaii region. The business operates with established systems, recurring revenue streams, and a diversified client base that provides stability and growth potential. This represents an excellent opportunity for a financial services entrepreneur seeking an established platform with existing infrastructure and proven profitability in the growing Hawaii market.

Financial Details

Business Details