Advisor Succession:
Solidifying Your Legacy

Hello and welcome to our page dedicated to Advisor Succession! Our team is devoted to acquiring the “right” wealth management practice in Florida that results in success and a fit for clients, the seller, and us as the buyer. We aim for ultimate peace of mind and a prosperous and graceful succession for all parties. We know firsthand that so much goes into your decision and this process. We are honored to be a part of the conversation and look forward to discussing how we can create value for you and your clients.

Please find below several resources – from a background on us, to the value we provide, what to look for in potential suitors, and timely videos that we’ve recorded with experts on the subject of Successions.

Ready to take the first step? Call us to discuss your future succession plans in a 15-minute consultation. We look forward to hearing from you and speaking soon. Please contact our managing partners, Brett Oley or Ryan Kinser.

 

Brett Oley AWMA^®, CFP^®, CRPC^®, MBA
Co-Founder and Managing Partner
Oley Kinser Concierge Wealth, LLC
Financial Advisor, RJFS
brett.oley@raymondjames.com
239.778.1781 Direct

 

Ryan Kinser CFA, CFP^®
Co-Founder and Managing Partner
Oley Kinser Concierge Wealth, LLC
Financial Advisor, RJFS
ryan.kinser@raymondjames.com
239.778.1782 Direct

 

 

 

Our Media on Advisor Succession

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Oley Kinser Concierge Wealth and not necessarily those of Raymond James. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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