Broker Check
Tailored To You Be a Part of a Team An Approach Designed for You

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.

Learn more

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.

Learn more

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.

Learn more

Take Charge of Your Future.

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

Learn more

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

April 18, 2018 12:00 pm


TRATA: The Restaurant At The Armory

145 Culver Rd, Rochester, NY 14620


Behavioral Financial Advisor Designation Training

May 15 -16, 2018 & June 19, 2018



Additional Details Coming Soon

Securities America Connect National Conference

June 3 - 6, 2018


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

Upcoming Events