When financial advisors decide they want to transition from employees to owners, Fusion Financial Partners is there. Fusion takes the guesswork out of breaking free and becoming an RIA owner, working with advisors to build a business that reflects their vision and values—an RIA engineered for success and ready to scale on day one.
From choosing a custodian and building the right tech stack to compliance, HR and marketing support, Fusion Financial Partners puts the pieces of the puzzle together, identifying and selecting partners and vendors who deliver true operational excellence.
While some partners focus only on making introductions, Fusion delves into its extensive network of strategic partners and then conducts thorough due diligence to select providers that offer both product fit and cultural alignment.
In addition to RIA launch services, Fusion provides integrated support in areas such as insurance, M&A/growth capital and more.
Named a “Top 5 Wealth Management Professional Services Firm” by Wealth Solutions Report, Fusion Financial Partners has led the transition of firms that control more than $40 billion in assets under management.
Advisors considering breaking free of a bank or wirehouse must navigate the complexities of starting their own business while also avoiding potential legal risk. Fusion Financial Partners pairs full-service, turnkey support with confidentiality to provide peace of mind throughout all steps of their entrepreneurial journey.
Many breakaway advisors worry about leaving the confines of a bank or wirehouse only to be handcuffed to a platform or go with an aggregator and lose control of their business. Fusion Financial Partners proves that you don’t have to compromise to be independent.
Michael and Kimberly Papedis bring decades of experience working with some of the largest and most successful RIAs nationwide. At Fusion Financial Partners, they lead a top-notch team with expertise in all aspects of RIAs, advisory and fintech—ensuring that breakaway advisors have the tools and support to succeed.
Reach out to us today for a confidential discussion on how we can help start your entrepreneurial journey.
