Advisor Affiliation with
Mainspring
Design Your Independence
If you’re looking for a supportive environment to grow your practice your way, with the backing of an experienced team, collaboration with successful advisors, and cutting-edge technology to reach your goals, we are here for you. We are transforming how financial advisors work by providing what they value most: the independence to make their own decisions.
Build your own brand, choose your business model, and deliver custom advice. If you want to take control of your business – and your life – here is your opportunity.
White Glove Dedicated Support
Client servicing differentiates successful practices. That is why the continued and ongoing support from our Advisor Engagement Team provides white glove customer service every step of the way to the financial advisor teams we serve. Our experienced team is here to help build your practice through transition management, operational efficiencies, compliance supervision, and technology education.
Business Coaching & Consultation
Owning a business can be daunting. Leverage the experience of partners who have navigated business ownership, successfully grown through acquisitions, and effectively managed adding team members. With an established Investment Committee available to help you build out your model management process, we assist teams scale and reach new heights.
The Network Effect
Collaborate with likeminded advisors to achieve personal goals and elevate your practice. With formal sessions held in person, and virtually, throughout the year focused on practice management, investments, client experience, financial planning, and business ownership. Become a part of a culture built on sharing, learning, and growing with one another.
Create a Succession & Legacy Plan
You are proud of the business you’ve built, but you may be thinking ahead to a well-earned retirement. Mainspring Wealth Advisors can help you position your practice and clients for long-term success as you make the seamless transition into retirement. We can also serve as your succession plan to ensure your clients will be supported should the unexpected occur.
About Mainspring Wealth Advisors
Mainspring Wealth Advisors is an independently owned and operated wealth management firm. With multiple locations around the Puget Sound area and over $8B in AUM. Founded in 2013, Mainspring Wealth Advisors has quickly become one of the strongest teams within the Raymond James network. Our team continues to grow thoughtfully as we connect with advisors who share our values of independence and client-first service.
Our Relationship with Raymond James
Founded in 1962, Raymond James is a top 5 firm in North America that operates a network of over 8,000 financial advisors across the United States, Canada, and the United Kingdom.
Supported by a culture of conservative management, independence and integrity, putting clients first is at the core of Raymond James. This client first mentality and their values of teamwork, innovation, integrity, and clear communication align closely with our own values and provide the foundation for our continued relationship. Raymond James provides us the back office support, technology, and custodian services we need in order to serve and safeguard our Mainspring clients’ interests and financial goals.
