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Ready to begin your transition towards becoming an independent advisor?

Here at Founders Financial Alliance, our expert team of transition specialists will be with you every step of the way - before, during, and after your move.

Our Services for Independent Advisors


Transition Support

  • Sophisticated Transition Team
  • Marketing and Branding Support
  • On-site Transition Assistance

Compliance Support

  • Advisory Compliance Support
  • Brokerage OSJ Compliance Support
  • Audit Preparation

Office Setup

  • High quality office space
  • Furnished Office
  • Sophisticated Technology Suite

Other Services

  • Technology Installation & Continued Support
  • CRM Software
  • Dedicated 360 Service Team
  • Training and Coaching

Interested in making the move? Contact Us today to learn more about our variety of affiliation options for advisors wishing to go independent.