You know as well as we do that no one knows YOUR clients better than YOU. That is why we built a framework that allows you to customize your local footprint. We respect that your clients are YOUR clients. As active advisors ourselves, we know that only you can truly maximize the potential growth of your clientele. That is why we want you to own your book.
We place a high premium on creating a small business feel, while carrying the weight of being a top 5% FINet practice*. At Finteris you will have access to one of the largest independent firms in the world and still be in control of the experience your clients will have. We believe in sharing in the economies of scale. We will handle the oversight while you get to enjoy the fun and entrepreneurial part of running your business, your way.
*This is based on Assets Under Management as of December 1st, 2022
We place a high premium on creating a small business feel, while carrying the weight of being a top 5% FINet practice*. At Finteris you will have access to one of the largest independent firms in the world and still be in control of the experience your clients will have. We believe in sharing in the economies of scale. We will handle the oversight while you get to enjoy the fun and entrepreneurial part of running your business, your way.
*This is based on Assets Under Management as of December 1st, 2022
We think our proposal is so simple and transparent, that it could be written on a napkin…
We Provide
- Supervision (Branch/Compliance manager provided)
- Succession Planning
- Business Continuity Planning for Transitions
- HR & Benefits
- Branding/Marketing
- Coverage for when you need to be out of the office
You Decide
- Control your own local expenses
- Determine your location/office space
- Staffing needs & compensation
- The style of business you want to run
- When you are ready to retire
- When you are ready to join us