Financial Advisor “Partner”

This is Us

We are a mission based financial planning & fractional CFO firm focused on changing the way financial advisory services are delivered to and used by entrepreneurs and investors.  Our financial architects provide an integrative planning solution that consists of three distinct services for our entrepreneur clients; financial planning, investment advisement, and business consulting services, all delivered at the intersection of our clients business and personal financial lives and under the fiduciary umbrella of our RIA. 

Advisors of the firm are not affiliated with a broker dealer, and do not accept commission income from the sale of insurance or other products.  Instead, we believe that working under a flat fee arrangement allows us to best support our unique clients “highest and best use capital mandate”, and have leveraged this unique compensation approach to ignite our growth.

This new kind of advisor role is best suited for creative problem solvers with significant financial planning and business experience, who love curating questions that help our client’s direct capital between their personal and business balance sheets with clarity and confidence.

The firm currently manages over $50 MM of assets and advises on an additional $50 MM of real estate, alternatives and private placements.  We provide a modular business advisory service designed to enhance our client outcomes while offering our FA's a consulting fee opportunity.  Our mission is clear, and our business structure and core values are alive and well across our organization.  

Is this you?

Here’s some of what we would look for in an “ideal Financial Advisor Partner”:

• You are interested in combining business resources and wisdom for the common goal of building a billion dollar AUM / AUA combination business with a $20 mm valuation in the next 5 years
• You have an existing base of entrepreneur focused clients currently paying AUM fees that you would like to integrate into a flat fee structure like ours
• Because of your prior business background as a C-Suite Corporate Exec, Consultant, CPA, Psychologist, or Coach, you are interested in adding business consulting services to your repertoire but lack the framework and team support to do so
• You are a self-starter seeking a proven business operations framework that aligns with your personal beliefs and desire to grow a firm
• You have a strong history of financial planning and investment management skills and a strong desire to serve business owners
• You understand your own strengths and weaknesses and are looking for a company that enables you to do more of what you excel at
• You possess the right mix of compassion, authenticity, accountability, and dedication to be a team leader
• You know there’s always room for improvement and are open to constructive feedback.
• You invest time and resources in self-improvement both personally and within your industry
• Clients talk about how pleasurable you are both in person and on the phone and how they appreciate that you hold them accountable to the action items we ask them to accomplish as part of the planning process and goals they’ve identified are important to them to accomplish.

Functions and Roles include but are not limited to:

Client Acquisition

• Speaking & Networking
• Hosting Web Based Learning Events
• Cultivating Referrals from Strategic Partner Network
• Other Relationship Marketing

Client Service

• Deliver traditional financial planning services to clients using our tech stack
• Delegate / leverage a support team to work efficiently
• Provide capital markets and investment recommendations to customers
• Leverage TD Ameritrade or Schwab custodial platforms to provide investment management through Schwab Institutional Intelligent Portfolios or in house managed accounts

Business Operations

• Support the company’s vision and mission through structured weekly team meetings
• Manage the execution of quarterly projects aimed at accomplishing our company goals
• Oversee a department best suited to your strengths
• Help us refine our systems and processes over time
• Introduce growth accelerant ideas to the team