Our community offers an independent advisor the opportunity to launch their practice on their terms. We’re opening our doors to invite in more advisors looking to join a community with a story to tell.
C ollaborative
O pen minded and authentic
O thers-focused and drama free
L oyal and accountable
The best advisor candidates
for our community have $50-$250MM in client assets, 5 years in practice, a panning-focused practice, and are located in the Southeast.
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Send a message to Chip. No question or inquiry is too big or small (he’s always up for a conversation!) We’ll set up a confidential meeting to answer any questions you have if you’d prefer.
We strive to reduce overwhelm in your decision to make a change. If you’d like to know more about our partnership opportunities and practice solutions book a confidential call with our team today.