We work with the financial industry’s top-performing advisors who are either W2-employees ready to make a move to independence, or are already independent and looking to improve certain aspects of their business, from increased revenue to improved infrastructures.
Top-performing advisors who are evaluating the paths of joining an existing independent RIA or establishing one of their own.
Let’s get you to a decision tree faster and make the right connections.
Are you an advisor whose RIA has a solid infrastructure, but have hit a plateau and are considering the best options for growing your revenue?
Are you an advisor who is already independent, but have outgrown your current infrastructure and are ready to evolve into a different model of independence and/or support system?
Let’s design the right model and integrate the best resources.