Advisors: Are you considering a transition or independence?
Education-led. Unbiased, always. No fees to advisors, ever.
Advisors: Are you considering a transition or independence?
Education-led. Unbiased, always. No fees to advisors, ever.
What We Do
One advisor. One decision. Our full attention.
For many advisors, a move like this is uncharted territory. We begin by dedicating real time to understanding you — your clients, your ideal business, and your goals. That is, your True North. We'll ask the challenging questions and give you clear answers, because both are essential to getting this right. You'll gain the knowledge to:
- Ask the right questions
- Save time and energy
- Narrow the field with confidence
- Negotiate the best possible deal
- Select the right fit
And we don't represent just one or a few firms. We work with more than 300 — 50+ wirehouses, IBDs, and boutiques, plus 250+ RIAs — each with a distinct value proposition. Once we separate your must-haves from your nice-to-haves, ultimately defining your north star, we narrow the options together to the firms that will best serve you, your clients, and your team.
"A move like this comes along a few times in a career. We navigate moves every day. My promise is simple: objective, white-glove guidance that saves you time, spares you the missteps, and gets you the best possible deal."
- Maria Kutscher, CFP®, CFA®, CPWA®, CEPA®
We help advisors find their ideal practice — whether that means transitioning to another wirehouse, joining an independent or boutique firm, or moving to an RIA platform.
We partner with more than 300 wealth management firms — from wirehouses, IBDs, boutiques, regionals, and banks to 250+ RIAs — and work on retainer with none of them. That independence lets us stay objective, presenting only the firms best aligned with each advisor’s goals. It’s how we’ve worked since Maria’s first advisor placement in 1990 — more than 250 placements and RIA launches ago
How Engagement Works: 4 Stages
Step 1) Plan Your Journey
Step 3) Avoid Delays & Hazards
Step 1) Plan Your Journey
Education comes first. Before any names come up, we map the landscape and get specific about you: your clients, your team, your economics, and what your ideal practice, or True North, actually looks like.
Step 2) Map Your Course
Step 3) Avoid Delays & Hazards
Step 1) Plan Your Journey
Dozens of options become three or four. We separate must-haves from nice-to-haves and screen for culture, capabilities, compensation, and support.
Step 3) Avoid Delays & Hazards
Step 3) Avoid Delays & Hazards
Step 3) Avoid Delays & Hazards
We’re on every call — asking the questions you don’t know to ask, taking notes, and debriefing after each conversation so nothing surprises you later.
Step 4) Your Next Best Chapter
Step 3) Avoid Delays & Hazards
Step 3) Avoid Delays & Hazards
From the headline number to transition support and long-term incentives, every term is modeled and negotiated before you sign. Then we manage the move itself.
