To us independence means having freedom to work and engage with your clients without having to deal with back office headaches and frustrations.
It means having the flexibility to evolve your toolset in alignment with your clients’ needs. And never having to do any of it alone.
We’ve built a full-service firm that provides support for every aspect of a practice including operations, finance, HR, technology, marketing, compliance and human capital. Our structure can support advisors who have decades left to have build, or advisors who are preparing their legacy and seeking continuity for clients.
BUILT FOR ADVISORS, WITH CLIENTS IN MIND.
Advisors who are happy, fulfilled and fully focused on clients have tremendous impact on the communities they serve.
The more advisors we can support along the journey to independence, the more clients we help along their journey to financial peace.
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 C-Suite executive. We provide advisors with everything they need to run their practice and then help them run it.