I’m a solo practitioner with about $250 million in assets and T-12 of $1.5+ million with just 98 households. I’m interested in having a Junior advisor take on additional responsibilities plus take the office administrator role. Time frame to wind down will be 6-7 years and depends on Junior advisor ramping up faster.

likehelpful
Posting as :
works at
You are currently posting as works at

I'd love to sit down and talk about it.

Sorry I forgot to add my location: Robinson Township, Pittsburgh.

Sent you a direct message

$250 million with no staff? Awesome

I have one full time and one part time person working with me.

I’d be very interested in discussing this.

Interested in this opportunity. Let me know if we can dicuss

Will you consider a remote coworker?

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