Unparalleled Client Value Proposition
Comprehensive financial planning by CFP® professionals, investment advice by a CFA Charter holder, and delivered in a white-glove Client Service Model.
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 Advisor Value Proposition
WIN for your clients
Potential for increased service offerings, custom investment solutions, a highly qualified team, and your continued service.
WIN for you
One of the most competitive continuity plans in terms of compensation.
WIN for us
We benefit by partnering with you, gaining AUA and expanding our footprint.
Aptitude
- Certified Financial Planners (CFP) x3
- Certified Divorce Financial Analyst (CDFA)
- Certified Financial Analyst (CFA)
- 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 Para-Planner Qualified Professional (FPQP)
“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® President, LPL Financial Advisor
