We Deliver Extraordinary Opportunities to Extraordinary Clients


Fusion: the process or result of integrating two or more things together to form a single entity

Fusion Financial Partners was formed by leading RIA industry executives who collectively bring more than 100 years combined experience to the firm. Since our founding in 2017, our collaborative approach is based on the promise that every client is represented by the proven skills and experience of the entire firm.

Positioned at the nexus of talent, content, brands, investments, and events, Fusion creates opportunities for entrepreneurs, fiduciaries, trendsetters, icons, and thought leaders who shape the independent advisor marketplace.

Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms and more, we work closely with the industry’s leading custodians, strategic platforms, bankers, broker-dealers, technology firms and more for your benefit.

We offer you an unequaled internal and external ecosystem of experts, relationships, access, and industry intelligence to help ensure our clients achieve their goals.

Simply put, we are the fusion of RIA launch expertise, consultants for advisors in transition, growth coaching, thought leaders, and investment banking into a powerful force representing you and connecting you to the industry’s best brands.

Welcome to Fusion Financial Partners.