Helping Independently-Minded Financial Professionals With:


Being independent doesn’t have to mean being alone.

Freedom to Manage Your Practice Your Way Scalability Flexibility Operational Excellence

A Team Approach

Whether you are considering the launch of your own independent practice or are an established independent business owner looking for ways to amplify your service to your clients, the EFA team is ready to help you build, grow, and exit a practice that is as fulfilling as it is successful.

Highly Experienced Operations Team

Understanding Your Language

Leveraging Your B/D and RIA Relationships

Responsive Compliance That Works for You

You Don’t Have to Go It Alone.

Here are five reasons why Financial Professionals partner with us:

What Our Clients Have to Say About Us

Blog Feed

Recap of the EFA 2023 Advisor Forum
Recap of the EFA 2023 Advisor Forum
Now that we’ve had some time to decompress from the amazing time at the EFA 2023 Advisor Forum on May 1-3, looking back over the...
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Financial Advisors: Harness the Power of an OSJ to Win New Clients
Financial Advisors: Harness the Power of an OSJ to Win New Clients
As an independent financial professional, you know that your most valuable resource is how you allocate your time. In an increasingly competitive landscape, focusing on...
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Hydration Station
Hydration Station
Hydration is the name of the game! We all know we should be getting through our 8 glasses of water a day, we all know...
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Complimentary eBook:

Going Independent Doesn’t Mean Financial Professionals Have to Go It Alone:

Top 10 Questions You Should Ask Large Enterprises/OSJs

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