We are a unique opportunity for advisors looking for succession opportunities. We provide good valuations, a very high quality nationally recognized team backed by Morningstar, a firm commitment to making your clients successful and respecting your legacy.
We created an industry leading financial planning software and deploy a more empowering money management methodology for aging households. To do that, we developed new software and assembled a portfolio management team to organize our client's financial choices and help them make decisions that best positions them to reach their goals.
Founded by former Brookings Institution Fellow and Morningstar's Chief Innovation Officer, Matt Fellowes, we are actively partnering with and acquiring financial advisor practices at above market rates. Sell and stay or sell and transition out.