SUCCESSION FINANCIAL, INC

Overview

Succession Financial, Inc. is an independent registered investment adviser that serves individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services, and it acts as a capital allocator—sourcing and placing client assets into third-party managers when appropriate. Its advisory scope, as disclosed, includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers, and traditional financial planning. Fee arrangements include both a percentage-of-assets model and fixed fees. Succession Financial reports they are not an ESG-focused manager. The firm also identifies as an insurance broker as part of its business activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices