Relationship-Based Wealth Firm

Investment banking & advisory for sale in Cleveland Metro

Asking price

$2,600,000

Revenue

$711,022

Cash flow

$458,727

About this business

This boutique advisory firm offers personalized wealth planning tailored to each client’s unique goals, values, and life circumstances. Instead of applying one-size-fits-all strategies based on demographics, the team prioritizes understanding each individual’s story and financial priorities. Led by experienced professionals, the business provides advisory services through a relationship-driven model that emphasizes trust, transparency, and long-term growth. With established processes and strong client retention, this firm presents an attractive opportunity for expansion or acquisition.