Wealth Manager & Financial Advisor

We are a wealth management firm built for experienced financial advisors who want true independence while benefiting from the infrastructure, support, and resources of an established platform.

This opportunity is designed for advisors who want to run their practice their way while maintaining access to strong operational support, planning resources, and a collaborative professional environment.

• "Flip the lights on" transition model - a fully operational platform so you can focus on clients and growth from day one.
• Advisory production payouts between 40%-88%.
• Transition packages based on advisory revenue for qualified advisors.
• Access to a holistic planning firm with resources across investments, insurance, retirement, and tax efficient strategies.
• Dedicated operations, compliance, and marketing support.
• Flexibility to build and grow your practice with significant autonomy.

• Established financial advisor with an existing book of business.
• Entrepreneurial mindset and a desire for independence.
• Values comprehensive planning and long-term client relationships.
• Interested in scaling their practice with the support of a professional platform.

Many advisors reach a point where they want greater ownership of their business, better economics, and fewer corporate constraints. Our platform allows advisors to maintain independence while gaining the operational backing and planning resources of a full-service firm. If you are exploring a move and want to maintain control of your practice while improving your economics, we would welcome a confidential conversation.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.

Supervisory Office: 949 South Shady Grove Road, Suite 300, Memphis, TN