Inverness Wealth Management · 23 hours ago
RIA Merger/Succession/Sale
Denver Metropolitan Area
Full-time
Hybrid
Senior LevelInverness Wealth Management is a growing financial planning firm focused on serving clients with complex financial needs. They are seeking established independent financial advisors and RIA owners who want to maintain their independence while eliminating operational burdens and accelerating growth through succession solutions.
Financial Services
Responsibilities
Keep their independence while eliminating operational burdens
Accelerate organic growth with institutional-caliber marketing, lead generation, and centers of influence support
Create immediate enterprise value and future liquidity through succession or continuity planning
Eventually retire or step back with maximum payout and client continuity guaranteed
Qualification
Required
An independent financial advisor (Series 65 or 7/66) or owner of a registered investment adviser firm
Managing $25 million – $500+ million in AUM
Generating $250k – $5M+ in annual revenue
Fee-only or fee-based (we support both)
Frustrated with compliance, technology, HR, or back-office overhead
Seeking higher payouts, better technology, and real marketing support
Contemplating succession within the next 0-10 years but want to keep running your practice in the meantime
Benefits
Immediate payout increase – most advisors see 20-40%+ higher take-home economics on existing revenue
Full succession/monetization: paid over time or upfront options available
Equity ownership opportunity in the parent for meaningful partners
Zero out-of-pocket transition costs
Best-in-class technology stack
Dedicated transition team, compliance, operations, and investment committee support
Institutional marketing, digital lead-gen, SEO
Flexible models: Sub-acquisition, tuck-in, merger, or continuity partnership
Company
Inverness Wealth Management
Big dreams, zero time to spare? We help you make confident money decisions without the overwhelm.
Founded in 1993
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase