Get clear, honest insight into your options without commitment or expectations.
Whether you're simply exploring or actively considering a move, this call helps you understand where you stand and what your best next step might be.
Schedule a call, reach out by phone, or send a quick text. Whatever's easiest for you.
Book a confidential 30-minute call at a time that fits your schedule: mornings, evenings, or weekends.
Schedule a 30-Minute Call →Prefer to talk now? If we miss you, we'll return your call within a few hours.
(303) 246-4352M–F: 7 AM – 7 PM CT • Sat: 9 AM – 2 PM CT
Have a quick question? Send us a text. We reply within an hour during business hours.
(303) 246-4352Your number always stays private.
Share a few details and we'll get back to you within 24 hours.
A clear, no-pressure process so you always know what to expect.
We confirm your call time or reach out using your preferred method.
A private 30-minute discussion about your goals, questions, and current situation.
We help you understand whether a move makes sense and what options fit your priorities.
You choose whether to explore further, pause, or stay where you are. No pressure.
If you want to continue, we complete a full 6C assessment of potential firms.
You see exactly how we evaluate firms and why we recommend the paths we do.
Click any question to expand the answer
No. We never contact your current firm or colleagues without your explicit written permission. All conversations happen on your terms-personal cell, personal email, outside office hours. We've worked with hundreds of advisors. Not once has a current firm learned about our conversations unless the advisor chose to disclose it.
Absolutely not. Many advisors explore options for 6-12 months before making a decision. Some never move-they just wanted to understand their market value or confirm they're in the right place. There's no pressure, ever.
Nothing. The first conversation is exploratory. We'll ask about your current situation, what's working, and what you're looking for. You don't need financials or T12 statements prepared. If we move to a deeper analysis, we'll ask for specifics-but that's only if you want to move forward.
We use our 6C Continuum Framework to systematically assess every dimension that matters-Culture, Community, Compatibility, Capability, Compensation, and Capital. You see exactly how we evaluate firms and why we recommend what we recommend.
It varies widely. From first conversation to signing with a new firm typically takes 3-6 months, but we've seen it happen in 6 weeks and take 18 months. You control the pace entirely.
That's a completely valid outcome-and we'll tell you if we think it's the right call. Our job is to help you make the best decision for your practice, not to facilitate a move at all costs.
Fully independent. We represent advisors across all channels-wirehouses, regionals, independent broker-dealers, and RIAs.
Three things: (1) We use a systematic framework (the 6C Continuum) to evaluate all the dimensions that actually shape your next 20 years. (2) We stay involved through your transition and early ramp so you are not navigating the move alone. (3) We define success as you still being happy with your decision years from now, not just a signed agreement.
Built on confidentiality, independence, and alignment
Your current firm never knows we spoke unless you choose to tell them. Confidentiality isn't a promise. It's how we operate every day.
We represent you, not any one firm. That means honest guidance across wirehouses, RIAs, regionals, and independent platforms.
Our job isn't getting a deal done. It's helping you find a firm where you'll thrive for the next decade and beyond.