We’re a privately owned company fully dedicated to the success of our advisors. We’re large enough to deliver a robust set of services, yet small enough to structure our suite of offerings around the specific needs of your practice. There are no one-size-fits-all solutions here — just a team focused on making sure you have the full support you need every step of the way.
Our deliberate approach to growth has allowed us to maintain a “small firm” feel for our advisors. Whether you have questions or need a quick response, you’ll always have access to people who have an understanding of your business and who have the authority to make decisions to quickly resolve any issue you’re facing.
Regardless of the reason, you’ll always be able to pick up the phone and speak to a person. When you call you’re not just a number, you’re a valued client running a practice that has very specific needs. Our home office staff has the experience to understand and respond to those needs.
When you need an answer, every second counts. We pride ourselves on having some of the shortest response times in the industry. After all, we know that your client relationships depend on it.
Like you, we’re entrepreneurs by nature. So we understand that you don’t want to work with a large company where you’re likely to get lost in the shuffle. Our entrepreneurial focus has helped drive over 30 years of success as we continue to provide products and services designed to support our advisors.
Our lengthy employee tenure is an indication that we enjoy coming to work each day. A positive work experience yields work pride and that translates into great relationships with our advisors. Our home office makeup is comprised as follows: