Your Business
Company Overview



We are an independent financial services practice whose advisors specialize in financial planning and investment management. Our mission is to help you and your clients achieve financial independence on your terms.


It is expected that about 1/3rd of all financial advisors will retire over the next decade. This means nearly 100,000 advisors will be in need of a business continuity plan. Our division was built to be the premier solution for advisors looking for a partner that will tailor a succession plan to their specific needs.


According to the Financial Planning Association, 73% of advisors do not have a written succession plan. Are you like the majority of advisors who are not certain who, when and how you are going to transition your business? Our unique value proposition offers advisors the flexibility to define when and how they want to slow down and transition responsibilities to our team, whether it is as simple as a catastrophic buy/sell agreement or a formal continuity plan. By doing this, we create peace of mind for you, your family, your clients, and your employees.


Many advisors are ready to take a significant step back, but they are still looking for the right successor. Whether you are looking to fully retire or want to remain engaged in some capacity, our experience, customized approach and strong financials allow advisors to sell their business on their terms. Each of our deals has been uniquely customized to the specific needs and goals of the seller and their team.


It is no surprise that more advisors are considering going independent than ever before. Unfortunately, many of them have yet to move because of the many complexities of operating a business from managing compliance and legal requirements to hiring and managing employees. Whether you are looking for the blueprint to building an independent practice or want to outsource components of operating your business, our platform has the tools and resources you need to continue to own and operate your business.