Transitioning Your
Business
Prepare

Execute

Grow
Transitioning Advisors Say…
Meet our transition team

Aida
Corporate Trainer

Barb
Operations Specialist

Ben
Operations Specialist

Brandon Hill
Technology

David
Trading

Kelley
Operations

Laura
Licensing and Advisory
Value Proposition
We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. 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.
Value Proposition
We are the highest value provider in the Independent and Advisory Brokerage (IAB) industry. 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.