Mission and

Values

Our Mission

At SSN, our mission is to make business easier for advisors so that they may focus on helping clients achieve peace of mind through sound investment management and financial planning.

Values Driven

In pursuit of our mission, we are committed to five core values:

    Integrity
    Caring
    Teamwork
    Enthusiasm
    Transparency

Purpose Led

Our purpose is to help people achieve financial well-being.

Value Proposition

We are the highest value provider in the Independent Broker Dealer space. Our rare combination of a caring, small company culture with large company resources supports our advisors in their businesses. Our most successful clients are independent, entrepreneurial advisors who actively include tax-savvy financial advice in their client engagements.