Our Mission is to help Financial Advisors find their True North

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Where top advisors and teams weigh their next move.

Transitions, breakaways, and RIA launches.

Schedule a confidential call

Where top advisors and teams weigh their next move.

Transitions, breakaways, and RIA launches.

Schedule a confidential call

What We Do

The biggest move of your career deserves more than introductions.

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. Our network spans wirehouses, IBDs, and boutiques, plus hundreds of RIAs. 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.

Advisor Transitions

We help financial advisors confidently evaluate, negotiate, and execute career transitions. It’s one of the most consequential decisions of your career, made a few times in a lifetime, negotiated against people who do it every day.

We work with firms across every channel and hold no retainer with any of them, so our recommendation is never shaped by who’s paying. We sit on the due-diligence calls with you, take the notes, and run the numbers on every offer.

What You Get

A customized shortlist built from your non-negotiables
Side-by-side analysis of culture, platform, compensation, and support
DCF and proforma modeling on every offer. No money left on the table.
Negotiation of the full package: upfront, backend, benefits, transition support

Independence & RIA Consulting

We help advisors weighing a breakaway determine whether independence is the right path, and identify the best platform for their business. It’s the right answer for some advisors and the wrong one for others; the honest work is figuring out which you are, before the ADV gets filed.

We model the economics of ownership against your current grid, evaluate custodians and platforms, and map what you’d take on: compliance, technology, staffing, real estate. If the numbers and the lifestyle hold up, we build the plan together.

What You Get

A clear-eyed independence analysis: payout vs. ownership economics
Custodian and platform selection matched to your book and service model
Introductions to the right partners: legal, compliance, technology, marketing, HR
A transition timeline that protects your clients and your revenue

"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®, Founder & CEO

Every advisor weighing a move faces the same disadvantage: the people across the table negotiate transitions every week. You've done it maybe twice in your career. That asymmetry costs advisors real money. Worse, it leads them to firms that look right on paper and feel wrong within a year.

Advisors come to us with the questions that are hard to answer from inside a firm:

Is this offer actually competitive, or does it just look big?
Will those backend hurdles ever realistically pay?
Which platform will my clients and my team genuinely thrive on?
And can I even explore this without word getting out?
What questions am I not asking?

We close the gap with 35 years of market knowledge, a model run on every offer, and relationships across 300+ firms. None of them retains us. Since Maria's first placement in 1990, more than 250 advisors have moved or launched with that guidance on their side of the table.

How Engagement Works: 4 Stages

Step 1) Discovery

Step 4) Negotiation & Transition

Step 2) Evaluation

Understanding you comes first. Before any names come up, we map the landscape and get specific: your clients, your team, your economics, and what your ideal practice, and your True North, actually looks like.

Step 2) Evaluation

Step 4) Negotiation & Transition

Step 2) Evaluation

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) Due Diligence

Step 4) Negotiation & Transition

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) Negotiation & Transition

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.

FAQ - Asked before every engagement

What does this cost me?

Nothing. There are no fees to the advisor. Because we’re contracted with hundreds of firms rather than retained by any single one, we earn a referral fee from the firm when a placement succeeds — and our advice stays objective in the meantime.

Will my inquiry be confidential?

Absolutely. All communication moves to your personal email and cell — off LinkedIn, off your firm’s systems — from the very first conversation.

How long does a transition take?

Firms typically need 4–6 weeks to prepare an advisor for day one. Proper due diligence, done at your pace, usually runs 3–12 months. The timeline is yours; our job is to make sure none of it is wasted.

Why work with you versus another recruiter?

Three reasons. First, depth of involvement: we’re on your diligence calls, not waiting by the phone for a signing bonus. Second, analytical rigor: our CFA-charterholder-led team models every proforma and every offer, so you know exactly what a deal is worth before you sign. Third, breadth without bias: the full landscape of firms, zero retainers.

How do I get started?

Schedule a 30-minute discovery call. We’ll talk through your vision, goals, and timeline — and determine whether we’d be a good fit before anything else happens.

Where top advisors and teams weigh their next move.