We’ve helped thousands of financial advisors successfully retire on their terms. Whether that move is one year or three years away, it’s not too soon to discuss the transition and value of your business.
Let us help connect you
With more than 10,000 experienced financial advisors across the country, we can help connect you with the person that feels right for you and your clients.
A transition with personal support
You’ll be guided by an experienced advisor who respects the business you’ve built and will work hard to meet the unique needs of your clients.
You can expect:
- Help with account openings and asset transfers
- Help handling your license and registration transfer
- Custom transfer packet to share with your clients
How strongly we value your business
You can expect a competitive valuation for your established and respected business. We’ll make the valuation process transparent and streamlined.