Acquisitions

The principals of Conceptual Financial Planning, Inc. and Conceptual Investment Advisors, Inc. are seeking to acquire Fox River Valley based financial planning firms or books of business.  If you are a successful financial advisor and are thinking about transitioning your business, winding down your practice, or trying other opportunities, let's talk!    We can be competitive in structuring a deal and can work to ensure your clients are treated with a high level of service, care and respect, as you would want them to be.   Please email your contact information and details in confidence to cnehring@cfpi-wis.com. We look forward to talking with you.