Our Advisors are seeking a new business model. They know that a high-end tech stack and robust solutions are table stakes now— NOT a value proposition.
They are tired of firms talking about best-in-breed technology and “competitive payouts.” They want to be part of a firm that is in tune with what the modern advisor AND client needs beyond that.
We’ve built a full-service approach that gives independent advisors access to the tools, practice management support, and community they need to grow a client-focused business. All while allowing our advisors to remain independent and own their client relationships.
REAL SUPPORT, REAL TALK, REAL-TIME.
First because we believe that wealth management is more than just a service. It is not just asset management, or just financial planning.
It is every question a client has about his or her finances, family, businesses, wealth and legacy. It is not one thing. It is ALL the things.
It is in fact…a journey.
Secondly, we believe our collective experiences — and professional journeys — have brought us together to build this firm and change the way advisors view their options in the independent RIA space.
We’ve built a firm for the independent advisor who loves what they do, is passionate about their work with clients, but doesn’t love the responsibilities attached with being a business owner. So, what exactly does that mean? This means providing advisors with everything they need to run a practice and then actually helping them run it.