a new story.

The financial planning profession is ready for a refresh and we're growing with the right people who want to share in our mission and help build something special.

We’ve been told that independent advisors can’t possibly compete on scale, resources, and breadth of expertise. But what the industry incumbents fail to see is just how powerful we can be in a community setting.

This Solo+ style of collaboration means we can enjoy our individual practices, niches, and voices; and also benefit from a shared mission with a team of people we care about.

We can absolutely have it both ways.

who we’re building with.

• You believe in doing what’s in your client’s best interest, period.

• You value creative freedom and expression.

• You want to be heard, to have a voice, and to help push this profession forward.

• You think differently.

• You believe in solving financial problems through active listening, empathy, and thoughtful guidance.

• You want to build and serve your own niche and surround yourself with clients you love working with.

• You value community, support, and generosity.