Succession Financial, Inc

Overview

Succession Financial, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm positions itself as a multi-service wealth manager for individuals and families, combining fee-based portfolio management with financial planning and insurance brokerage capabilities. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of outside advisers. Succession Financial acts as a capital allocator—deploying client capital to third‑party managers when appropriate—and charges clients via a percentage-of-AUM model and, in some cases, fixed fees. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices