Your practice, carried forward.
Darden Alliance is how Darden Wealth Group partners with independent advisors and small firms through succession, merger or a tuck-in to our platform. Every partnership begins with one confidential conversation.
We have stood where you stand.
Andrea Darden has made this decision from both sides: as a partner who helped a firm double in size and grow assets under management by 500%, and as the founder of Darden Wealth Group.
That experience shapes how we approach every partnership. The advisor's clients come first, the advisor's staff are part of the plan, and the terms are written so both sides understand them before anything is signed.
Some advisors want to step back within a few years. Others want to keep growing without carrying the operations alone. Darden Alliance is designed for both.
Five kinds of practice, one standard of care.
The structure depends on where you are in your career and what you want the next chapter to look like.
A succession plan that protects your clients, your staff and the value you built, on a timeline you set.
Join our platform as a tuck-in and hand off the operations that take time away from clients.
Merge with a firm of shared values and gain scale in compliance, technology and research.
Leaving a wirehouse or broker-dealer? Move to an independent fiduciary firm that is ready for you and your clients.
Keep your book and your relationships. We provide the infrastructure behind them.
What a partnership provides.
Take what your practice needs. Each element can be adopted on its own or combined into a full integration.
A documented plan for your clients, staff and practice value, whether the transition is five years away or already underway.
Compliance oversight, billing, reporting and account administration handled by our operations team.
CRM, planning software, portfolio reporting and a secure client portal, implemented and supported for you.
Access to our investment process, research and trading, with room for the strategies your clients already know.
Where it serves your clients, your practice can keep the name they recognize.
For advisors who want to build with us, a defined path toward ownership in the firm.
Buyout, revenue-sharing and phased structures, set out clearly and reviewed with your own counsel.
Dedicated associates who know your clients by name and handle day-to-day requests.
From first call to transition.
A confidential conversation
An hour with Andrea about your practice and your goals. You don't need to send any documents.
Mutual diligence
Under a confidentiality agreement, we exchange information and you meet the team who would support your clients.
Terms in writing
A clear proposal covering structure, compensation, branding and your role, for review with your own counsel.
A planned transition
Client communication, custodial paperwork and technology moves, coordinated on a timeline you approve.