Are you considering retirement?

You've worked hard at building your business. Your career defines you. You've built lasting relationships with your clients. We get it, 'selling' is not just about compensation, it's about security. Transitioning into retirement can be challenging. Have confidence in knowing that we understand how important the right fit is for you. Through our proven integration process, both you and your clients will find peace of mind and feel at home at our firm.

 Confidence

Our proven succession model has enabled other advisors to transition confidently toward retirement.

 Clarity

We value transparency. There are multiple affiliation options with us, ranging from basic continuity planning to full buyout. You can expect clear guidance on various exit strategies and economic potential.

 Continuity

Our team approach optimizes the client-to-advisor ratio to ensure your clients receive optimal attention & support.

Unparalleled Client Value Proposition

Comprehensive financial planning by CFP® professionals, investment advice by our Chief Investment Officer and team of investment professionals, and delivered in our Gold Standard Client Service Model.

Unparalleled Advisor Value Proposition

WIN for your clients

  • Increased service offerings
  • Custom investment solutions
  • A highly qualified team
  • Your continued service

WIN for you

  • Highly competitive deal structure
  • Experienced, well-capitalized buyer
  • Proven integration strategy with staff continuity
  • LPL Summit-level office with access to premium resources

WIN for us

  • Selective in our acquisitions, partnering with the right advisors
  • Continuation of your legacy at our firm
  • Growth through acquisition

 

Aptitude

  • Certified Financial Planners (CFP) x3
  • Certified Divorce Financial Analyst (CDFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Mutual Fund Counselor (CMFC) x2
  • Masters in Business Administration (MBA)
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Wealth Management Advisor (AWMA)
  • Financial Planning Qualified Professional (FPQP)

 

 

 

By The Numbers

 

Over 10 successful acquisitions

Highly credentialed team with over 7 designations

Over 16 recognitions and awards

Licensed in over 33 states

Team of 3 Certified Financial PlannersTM

Average age of CFP®: 37

 

 

Thoughtful transition plan that works:

  1. Due Diligence
  2. Deal Structure
  3. Integration
  4. Engagement & Optimization
  5. Success!

 

“So why work with us? Your clients will receive enhanced planning, attentive service, and consistency from our team. You can rest easy knowing you partnered with a well-funded, consistent, and experienced successor. After several successful transitions, we’ve refined our process to ensure a seamless experience."

- Craig Johlfs, CFP® Proprietor, LPL Financial Advisor

 

Let's discuss your opportunity to partner with us. 

Now Offering: Succession Planning, Death & Disability, Partial Book Sale, Office Space, and more! 

In the form below, provide a little bit about yourself as well as your contact information, and we will contact you as soon as possible. We look forward to speaking with you!