Financial Consulting, with a Personal Touch

In the RIA space, firms with $100M to $1B in AUM often find themselves in a "no man's land." You’re too complex for traditional recruiters, but often fly under the radar of the massive investment banks. 

I founded Secure Wealth Partners to fill that gap. 

We operate at the intersection of advisor independence and middle-market M&A.

Whether it's navigating a transition, recruiting top-tier talent, or structuring a complex acquisition, SWP provides the boutique, "out-of-the-box" expertise this segment deserves. With $267K in Year 1 revenue and a $1.4M pipeline in the works, it’s clear the market is hungry for a partner who prioritizes quality over volume. 

If you’re an advisor or firm owner ready to grow strategically, let’s talk.