Are you looking at retirement options or planning to sell your book of business? Leave your clients with a firm that shares your values. We can help you put a succession plan in place through an in-depth valuation process and seamless client service.
Our team of professionals will help you weigh your options – merger or acquisition – and develop a plan that makes the most sense for you, both financially and culturally.
Every succession plan begins with an in-depth business valuation where you’ll find out exactly what your firm is worth, thanks to our specialized Mergers & Acquisitions team.
When you’re ready for succession, having a plan will ensure that your clients are taken care of during and after the transition.
At Heritage Financial Partners, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. If you’re looking for an opportunity to accelerate the growth of your practice, you might be the right fit for our team.
So, what would make you a fit with Heritage Financial Partners? We work with growth-minded advisors who strive to be the most trusted for financial advice. If you can deliver on those two factors, we can deliver on plenty more.
We’re part of a larger network of advisors called Carson Partners. Our community brings service to a new level for our clients. Carson Partners receive best-in-class technology along with professional marketing, compliance, investment management and more so we can provide value without a doubt to our clients – and grow faster than the industry average.
The client technology at Heritage Financial Partners is as innovative as it is easy to use. Connect with your clients in a new way – communicate within the software, track task items, integrate managed and external accounts, and more.
Heritage Financial Partners is part of one of the largest RIA’s in the country, Carson Partners. Carson is made up of partner firms across the country, serving everyone from young families just starting out to ultra-high-net-worth retirees.
As you join our team, you will walk through the Transformations process over 10 weeks. In that time, our team will walk you through everything you’ll need to start growing your firm.
Carson Partners receive:
Catch your client's eye with a dashboard that makes their financial picture clearer, with features like:
Partner firms receive an advisor dashboard built by and for advisors. Access every tool you need to run your business, including:
Our solutions are designed with growth in mind. From lead generation to website development and SEO, you’ll get noticed – and grow as a result.
You’ll find operational and administrative support in every aspect of your business, including a committed compliance team that provides efficient reviews and support.
We provide a single pane of glass for you and your clients – an advisor portal that brings all of your needs to the forefront, and a client portal that consolidates all the needed information in an easy-to-navigate design.
Gain deep financial planning ability that comes from partnering with our need-specific teams, including trust specialists, CPAs, attorneys and dedicated advisors experienced on complex solutions.
We have a dedicated Mergers & Acquisitions team that can help you learn what your business is worth, develop a trusted succession plan, or help create a seamless transition.
You’ll have access to investment strategies that fit your needs – with in-house and outside investment management.
The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC.