Independence Doesn't Require Solitude
We provide a foundation for establishing your practice while ensuring that we don’t disrupt your business vision. When you are part of the VIP Financial team, you can benefit from our vast experience, thoughtfully selected assets, robust tools, and comprehensive support. We'll assist you in handling the business, allowing you to concentrate on its core foundation: serving your clients.
Wirehouse Advisors
Wirehouse advisors will find a supportive, inclusive home at VIP Financial, with the flexibility to run their practice their way—backed by independence, resources, and a team that truly understands their goals.
Experienced Advisors
Experienced advisors excel in a collaborative environment at VIP Financial, when they gain the freedom to focus on clients, access to modern tools, and the backing of a team that shares their vision for growth.
New Advisors
VIP Financial is a perfect place to call home as you grow your career as an advisor—with the support, resources, and mentorship you need to thrive at every stage.
Retiring Advisors
At VIP Financial, we're committed to being your trusted partner who you can count on to help serve and support your clients—and stand by you as you prepare for the next phase of your journey.
M&A Opportunities
VIP Financial takes a thoughtful approach to M&A — helping you preserve your legacy and protect the relationships you've built with clients.
More Financial Clarity with AdviceWorks Platform
AdviceWorks is a supportive technology that lets you track your goals and progress easily and in one secure location. This tool helps you set, view, and progress toward your objectives and keeps all pertinent financial information at your fingertips. By linking assets and liabilities in one place, you can easily get access to comprehensive information to support your decision-making.
A Family of Support Services
At VIP Financial Matters, we provide comprehensive financial guidance and unwavering support to help you achieve your goals in your practice. Join our dedicated team of professionals as we offer these services:
- Wealth Management Solutions
- Advanced Planning Team
- Retirement Planning Solutions