Our firm is headquartered out of Omaha, NE, and we have been very successful in expanding the firm to other locations such as San Antonio, TX, Jacksonville, FL, and Scottsdale, AZ, to name a few.
Our firm offers advisors independence, an integrated financial planning team, a portfolio rebalancing team, marketing assistance, and succession planning. Our greatest strength is our trademarked planning process. Helping our clients plan with intention is what we do. Guiding our clients toward their most purposeful life is who we are.
Join our team and benefit from top-tier resources and support while you stay in control of ownership over your client book as long as you want. We will purchase your practice when you are ready, or you may exchange your book of business for ownership in our firm if you choose.
We are interested in advisors that:
* Are excellent advisors that want to provide superior financial planning services.
* Practice and trust the asset allocation process.
* Put those around them first; our firm grows stronger when we all grow together.
* Believe in and live their purpose.
We are known for helping people clearly define the true purpose of their wealth so they can pursue their most purposeful life.
Let's talk about your purpose.