Guiding successful financial advisors through the most important decisions of their career.
Advocating for financial advisors and their clients.
Taking a unique approach to consulting the advisor about what is important to them, we strive to understand your needs and wants, evaluate the best options, make the appropriate introductions and help negotiate the best possible deal for you and your business. Allowing you to remain focused on your practice and your personal life.
UNDERSTAND
EVALUATE
CONNECT
CONSULT
UNDERSTAND EVALUATE CONNECT CONSULT
Download our FREE Guide on Questions to Ask During the Due Diligence Process
Your Advocates
Michael La Salle
Founder & President
Kevin Kershaw
Managing Partner
Johnny Sommese
Managing Partner