Join Us

For advisors who want independence with the strength of a trusted team behind them.

Your Path. Your Choice. Our Support

Our MODERN Tuck-In Model was created by advisors, for advisors.

Maintain 100% ownership.

No Overrides and No Split Codes.

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Join Our Team

Our MODERN Tuck-In Model is designed to support a wide range of needs and career stages. Whether an you want to stay lean, grow with team infrastructure, or step into retirement with a guaranteed buyer and a seamless transition.

We offer a flexible solution that meets you where you are. Here's what You Can Expect:

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Full ownership of your book of business; no overrides, no split codes, no surprises, simple flat monthly billing.
Bigger bottom line through platform discounts and pooled pricing power.
Lower overhead by leveraging our established systems, staffing, and technology.
Stronger client presence by high touch quality marketing efforts, all done for you to keep you top of mind.
Access to industry leading platforms and technology.

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Add your own dedicated personal staff, we handle payroll, training, and operational integration.
Built-in infrastructure for client support, scheduling, processing, and marketing.
Peer collaboration through strategic partnerships and succession planning support.
Ongoing connection through regular team check-ins, shared resources, and industry updates.
Growth via acquisition with opportunities to acquire clients through coordinated team deals and supported book purchases.

Serve Your Clients from Day One

Maintaining and updating client support systems can consume your most valuable resource, TIME. Something that none of us can make more of. Successful advisors want to spend their TIME advising clients and growing their practice.

Advisors often underestimate the array of systems; CRMs, scheduling tools, marketing campaigns, compliance workflows that are needed to deliver professional client experience. Unfortunately, each system comes with its own steep learning curve.

Not only are these systems essential for a good client experience but they are also essential to ensure you remain compliant. Independence has its benefits but it also means taking on more responsibility than you might be handling right now. Configuring, syncing, and monitoring these systems can be very time consuming. We are confident that, like us, you would prefer to spend your time with your clients.

We have built, optimized, and integrated end-to-end workflows with complete staff training. You skip the heavy time-consuming lift, avoid timely tech headaches, and stay 100% focused on serving your clients.

Seamless Support Across Time Zones

We ensure smooth operational support in the eastern and central time zones, aligning perfectly with your work hours, client meetings, and daily needs.

Advisors and Staff Located In: 
New Hampshire, Maine, Massachusetts, Florida, and Louisiana, offering live staffing and coverage tailored to local time zones.

Broker/Dealer

Osaic Wealth, Inc. acts as our behind the scenes ally, powering the infrastructure that keeps us compliant and efficient.

Compliance oversight and regulatory guidance
Back-office operations and support
Vetting and approval of cutting-edge technology
Final review and sign-off on all marketing materials

Let’s Plan The Next Step Together

Let's talk about how our Modern Tuck-In Model can simplify your transition, strengthen your operations, and let you focus on what you do best, serving your clients.

➜ Start The Conversation