We have a strong desire and financing capabilities to help Advisors who are buying, selling, and merging practices by partnering up with us. We are thought leaders in the areas of M&A, Succession, and Continuity Planning. Due to our size and infrastructure, we can help you become a more qualified buyer and we have a presence in many markets throughout the West.
Priority Financial Group (PFG) is an RIA with approximately $3B in AUA serving advisors and institutions for over 20 years and offers:
• Several Affiliation Choices including RIA only, Hybrid, and BD friendly.
• A powerful advisory platform complete with compliance infrastructure and support.
• Multiple Custodian and Money Manager Choices including Schwab, TD Ameritrade, Fidelity, and Pershing.
• A fully integrated technology platform and admin support including Salesforce, Orion, MoneyGuide Pro, and Riskalyze.
• Continuity and Succession Planning.
• W2 option with access to group health insurance, through PFG’s robust full benefits package.
•Top third-party asset managers including Asset Mark, CLS, SEI, and more.
•Robust Independent Broker-Dealer services through Securities America. (if needed)
• Marketing Support and Lead Generation.
Let me know if you would like to have a personal conversation.