“We Buy Firms That Were Built With Care — and Integrate Them With the Same Intention.”

You’ve Built Something Worth Preserving.

We’re looking for advisors and founders who didn’t take shortcuts. You’ve served your clients well, built deep relationships, and are now asking:

“What’s next — and how do I get there without undoing what I’ve built?”

We partner with firm owners who value personalized planning, and who want their clients to be thoughtfully served in the next chapter — not absorbed into a call center.

We’re a Fit If You…

✅ Have a solid book of business, ideally with recurring revenue
✅ Serve a loyal client base with planning-forward services
✅ Want to scale, gain leverage, or step into succession
✅ Care deeply about the continuity of service for your clients
✅ Want to see your firm evolve, not evaporate

We’re Not a Fit If You…

🚫 Want a quick exit without regard for clients
🚫 Focus solely on transactions or product sales
🚫 Expect to keep doing business exactly the way you always have
🚫 See planning as a commodity, not a craft

Types of Partners We Work With:

✔ Solo Advisors

You’ve hit capacity, you’re tired of doing it all, and you want to focus on clients again — or move toward a graceful exit.

✔ Lifestyle Firms with Loyal Clients

You’ve built something that’s profitable and personal. Now, you’re ready to evolve it into a scalable platform or hand it off with dignity.

✔ Multi-Advisor Teams

You’re looking for infrastructure, succession planning, or a strategic growth partner — without sacrificing your values or your brand.

We Don’t Just Acquire. We Invest.

When we acquire a firm, we invest time, energy, and systems into helping it grow the right way.
If you care about your clients, your craft, and your continuity — we’ll get along just fine.

[Let’s Talk – Schedule a Confidential Intro Call]

How Integration Works

“Integration is Where the Real Work Begins — And Where Most Buyers Get It Wrong.”

The Industry Standard: Aggregation

Most buyers “integrate” firms by:

  • Copy/pasting clients into their CRM

  • Raising AUM fees

  • Handing off service to junior teams

That’s not integration. That’s a spreadsheet exercise.

Our Model: Boutique Integration™

We’ve created a thoughtful, segmented integration model that scales bespoke service without diluting your firm’s DNA.

Step 1: Discovery & Culture Mapping

We learn what made your firm successful — your client philosophy, planning process, service model, and the values behind it all.

Step 2: Client Complexity Segmentation

We segment your clients by:

  • Planning complexity

  • Communication needs

  • Life stage and financial priorities

Then we design specific service experiences around each tier — so every client feels seen, not standardized.

Step 3: Custom Planning Infrastructure

We build (or enhance) your planning workflows, tech stack, and back-office support based on those client segments. This includes:

  • Task and calendar automation

  • Collaborative planning environments

  • Client experience systems (reporting, communication, etc.)

  • Advisor support roles mapped to complexity

Step 4: Transition With Care

Clients are onboarded to our ecosystem with high-touch communication, not generic announcements.
We work closely with you (or your team) to preserve trust and enhance the experience, not replace it.

Step 5: Elevate or Exit

Whether you want to:

  • Stay on and lead growth

  • Shift into an advisory-only role

  • Exit with a clean handoff

…we’ll help you do it in a way that feels right — financially, professionally, and personally.

Integration That Honors the Past — and Builds the Future.

Most firms think “integration” is about speed.
We believe it’s about stewardship.

[Explore Whether We're a Fit → Schedule a Call]