Other Financial Services
Active
$1.1M Rev. Retirement planning firm in New Jersey
Burlington County, New Jersey, United States
Asking Price-
Revenue$1.88m
EBITDA$1.14m
Cash Flow-
Description
This New Jersey-based financial services firm, founded in 2017, operates as a fiduciary-centered retirement planning practice specializing in sophisticated, tax-efficient income strategies for a high-net-worth clientele. The business primarily serves pre-retirees and retirees with investable assets typically ranging from $1 million to $5 million, focusing on individuals concerned about market volatility and long-term tax optimization. The firm is currently evolving its revenue model by establishing a Registered Investment Advisor (RIA) to provide comprehensive asset management through a recurring fee structure, building upon a strong historical foundation in specialized insurance, Medicare, and annuity products. Distinguishing itself through a proprietary retirement income framework and an advanced "Roth Blueprint" process, the practice emphasizes downside protection, Social Security tax minimization, and Required Minimum Distribution (RMD) elimination. While maintaining a physical presence in Mount Laurel, the firm utilizes a highly scalable, digital-first approach that enables it to consult with clients across the United States through a mix of educational seminars, video marketing, and virtual consultations. This streamlined operational structure is supported by systematized onboarding and review processes, ensuring high client retention and a predictable lead generation pipeline through diversified digital and community-based marketing channels.
Year Established
2017
Facilities & Assets
The business operates out of a Regus building in Mount Laurel, New Jersey, for a monthly fee of approximately $100.
No real estate is included in the sale of the business.
The owner primarily conducts client meetings virtually via Zoom from a home office.
The firm maintains no long-term contractual ties to specific software or equipment.
Support & Training
Founder available for a 1–3 year advisory or transitional period.
Gradual client relationship transition ensures long-term stability.
Systematized onboarding and review processes simplify the operational transfer.
Current support staff will assist with continuity during the transition.
Market & Competition
The firm targets pre-retirees and retirees who have between $1 million and $5 million in investable assets.
It distinguishes itself from general financial planners through a deep specialization in tax-efficient retirement income.
The practice operates as a fiduciary and maintains an A+ rating with the Better Business Bureau.
While headquartered in New Jersey, the firm serves a national client base through virtual marketing and consultations.
Growth Opportunities
The firm is currently launching a Registered Investment Advisor (RIA) to transition into a recurring fee-based revenue model.
A strategic partnership with Magellan now covers all marketing costs, resulting in over $500,000 in annual savings.
There is a significant opportunity to scale the business by hiring junior advisors to reduce dependency on the founder.
Future growth can be achieved by expanding current digital advertising efforts to reach a broader national audience.
Related Categories
Asking Price-
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