We Want To Serve Our Community
RIA Community Connection
tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.
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.
RIA Compliance Concepts
Boutique consulting firm offering affordable solutions to registered investment advisory firms.
Divorce Financial Training
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.
Business Development Coach
Since 1994, Susan Danzig has been working with Financial Services Professionals. For over 20 years, she has helped her clients understand, appreciate and clarify their true value, define their specialization, and create effective marketing strategies. As a result, she has guided the professionals she works with in raising their level of confidence so they are able to welcome greater income and ongoing success.
Group Benefit Plans
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.