"A lot of advisors want more from their work, to be more entrepreneurial."
David Hopkins, Vice President, Beacon Pointe Advisors
Moving your business is an important decision. So you’re doing the right thing by doing your due diligence and determining what’s the best move for you. There are financial, business, and lifestyle facets to consider - as well as more subjective personal matters. We’ll walk you through all of the above and help you make the right decisions for your situation.
Can I afford to start my own business? It's a question near the top of every advisor’s list. We've helped thousands of advisors work through their finances and successfully make the move to greater independence. Let us explain.
How will independence affect my lifestyle? Since everyone is different, there’s no universal answer. But we can guide you through the key considerations.
Considering a move? Our useful tool takes your current practice into consideration to help you pinpoint your driving factors and decide the right path.