We Want To Serve Our Community
Equita Financial Network is a collaboration of independent, fee -only women-led financial planning firms. By providing a platform of the very best resources in the industry and a network of women business owners, Equita empowers women financial planners to run their own successful, independent financial planning firms on their terms; to build the business they want so they can have the life they want.
Free of charge to RIAs and their clients, RetireOne is the leading, independent platform for fee-based insurance solutions. Serving over 1,100 advisors and offering solutions from multiple companies, the RetireOne platform is designed to simplify and add value in fee-based, retirement-solutions distribution. We’ve been in business since 2011 and currently service over $1.4 billion of retirement savings investments.
Cobalt Archive is a flexible, cost-effective archiving solution for RIA firms that leverages the latest software technology in an a la carte format with no long-term contracts. Cobalt Archive was founded by James Murray, a 15+ year experienced financial advisor and president of JDM Wealth Management, out of a desire for a better archiving solution to streamline the compliance functions required of RIA firms.
FPA NorCal is a premier conference which has a national reputation for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year.
Boutique consulting firm offering affordable solutions to registered investment advisory firms.
For financial professionals looking to build a niche practice serving those going through divorce, Nancy Hetrick and her team have advanced training to help you create a powerful niche business. If you are exploring the CDFA designation, the training center is an important resource to know.
Since 1994, Susan Danzig has worked with Financial Services Professionals. She has consulted with over 1000 advisors to help them fine-tune their marketing message and create results-driven marketing strategies. Her clients regularly experience greater income, renewed enthusiasm for their work, and sustained success.
Oliver Insurance Agency is a full-service insurance brokerage and advisory firm based in Austin, Texas. We provide expert advice on insurance coverage for global corporations, businesses and families.