Brad Griswold’s Pennsylvania planning firm didn’t intend to specialize in serving franchise business owners, but when Griswold agreed to a strategic partnership with a local accounting firm some 15 years ago, the practice started moving in that direction.
The accounting firm had relationships with a number of McDonald’s franchisees. One client led to the next. Now Concannon Wealth Management works with McDonald’s franchisees in 11 states. This niche accounts for about 25% of the firm’s $425 million in assets under management.
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