Launching an independent RIA doesn’t have to become your second full-time job. Our proprietary process guides financial advisors through every stage of the transition—from evaluating custodians and technology to building the infrastructure, operations, and business strategy required to launch a fully operational independent RIA.
While you remain focused on serving your clients, we focus on building your business.
Recognized as a “Top 5 Wealth Management Professional Services Firm” by Wealth Solutions Report, Fusion Financial Partners combines decades of experience with hands-on execution to help advisors build independent firms designed for long term success.
Most financial advisors don’t have time to evaluate dozens of custodians, technology platforms, and service providers while continuing to serve clients. Fusion’s proprietary RFP process eliminates unnecessary meetings, back-and-forth negotiations, and months of research by narrowing the field to the solutions that best fit your business. What traditionally takes 12-18 months, we help streamline into a more efficient 4–6 month launch timeline.
That’s the difference between introductions and execution. While many firms provide referrals or consulting recommendations, Fusion becomes your RIA building partner—managing the evaluation, coordination, and implementation required to launch a fully operational independent firms.
A successful launch requires far more than filing paperwork and a custodian. It requires a fully operational business ready day one.
While you remain focused on serving your clients, our team works behind the scenes yo build the infrastructure, systems, relationships, and operational framework required to launch a successful independent firm. Through our proprietary process, we evaluate hundreds of custodians, technology providers, and strategic partners, narrowing them to the solutions that best align with your vision and long-term business strategy. We provide the experience, due diligence, and recommendations—you make the final decisions. From vendor negotiations and asset mapping to technology implementation, workflows, recruiting, and operational readiness, we help you launch not just an RIA, but a fully operational independent wealth management business.
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.
Schedule a confidential strategy session to discuss your vision, your timeline, and how Fusion can help build your independent wealth management firm while you stay focused on serving your clients.
