financial planning
Nationally Recognized
Market Watch
Business Insider

More Than Just Another Firm.

We're an engaged community.

Our community offers an independent advisor the opportunity to launch their practice alongside the strategic partnership of Signature Wealth Group and Raymond James Financial Services. We’re opening our doors to invite in more advisors looking to join a community with a story to tell.

You’ll have access to the resources of a full-service, self-clearing New York Stock Exchange-member broker/dealer PLUS the power of an engaged, connected community of advisors and professionals.

We want to work with more C.O.O.L. people.

C ollaborative
O pen minded and authentic
O thers-focused and drama free
L oyal and accountable

The best advisor candidates for our community have $50-$250MM in client assets, 5 years in practice, a panning-focused practice, and are located in the Southeast.

Send a message to our transitions team, and we’ll set up a confidential meeting to answer any questions you have.  If you prefer to call us, you can reach us toll-free at 888-838-2844.

Not sure if you're ready for a move?

We strive to reduce overwhelm in your decision to make a change. If you’d like to know more about our partnership opportunities and practice solutions book a confidential call with our team today.