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Who We Are

We are a group of independent financial professionals with a passion for supporting advisors who do the right thing, for the right people, for the right reasons.

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What We Do

We provide a robust support system for today's financial professional, built on a foundation of years of experience and strong strategic partnerships.

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Why We Do It

We believe that better advisors build better futures, and that independent advisors provide the highest caliber of service.  But just because you are independent, doesn't mean that you have to be alone.

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Take Charge of Your Future.

Don’t let momentum dictate the future of your business.

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Lunch with Sierra Investment Management I Ocean Park Asset Management & FTJ FundChoice

WHEN
April 18, 2018 12:00 pm

WHERE

TRATA: The Restaurant At The Armory

145 Culver Rd, Rochester, NY 14620

 

Behavioral Financial Advisor Designation Training

WHEN
May 15 -16, 2018 & June 19, 2018

WHERE

Philadelphia

Additional Details Coming Soon

Securities America Connect National Conference

WHEN
June 3 - 6, 2018

WHERE

Hyatt Regency New Orleans
601 Loyola Ave.
New Orleans, Louisiana 70113

Upcoming Events