Do you need a succession plan for your financial practice?

There comes a point in every business owner’s life where we begin contemplating the next steps…

Whether you need a continuity partner or future successor for your business, we’d love to speak with you and understand your transition goals.

We bring 30 years of experience to the table to support you and your clients through a potential transition.

We can provide flexible terms to fit your situation and will treat you and your clients right.

That is our promise to you.

Give us a call today and let’s get to know each other.


At Advantage Financial Group, strong client relationships are the lifeline of our business, and one of the main reasons we believe that more than 80% of our 300-plus clients have been with us for over 20 years.

Let us show you how and why hard work, transparency, and communication have guided our success. 

Ready to chat?

We are available for phone, video conference or in-person meetings at whatever times you choose.

Call us at 203-269-4669 or fill out our contact form below.

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