Careers
For independent advisors in an advisor rut.
If you would rather spend your time with clients than on operations, we provide the infrastructure an independent practice needs.
What we provide
Support for your practice.
Compliance
Policies, filings and oversight handled by the firm.
Custodians
Established custodial relationships for your clients' accounts.
Technology suite
Planning, reporting and client portal software.
Back office
Paperwork, billing and account administration.
Open architecture
No proprietary products and no sales quotas.
Succession
A plan for your clients and your practice when you're ready to step back.
Marketing
Website, materials and events support.
Portfolio management
Access to the firm's investment research and model portfolios.
Let's have a confidential conversation.
Call Andrea Darden at the office, or send a note and we'll set up a time.