An elite investment group for exceptional independent financial advisers seeking true independence.

CULTURE • COMMUNITY • COLLABORATION

 

Since 2016 we have provided true independence for exceptional financial advisers. Our foundational vision and values have grown a culture of excellence and inclusion, a community of likeminded successful financial professionals and a vibrant environment of collaboration among our members.

 

With offices throughout the southeast, unparalleled systems and resources shared with Kingswood US and a firm AUM of $5B, we can help you reach your next level of growth.