Design Your Independence
You’re seeking a supportive environment with the freedom to grow your practice your way –and you want the support of an experienced team, collaboration with other successful advisors, and technology necessary to reach your goals. We are changing the way financial advisors work by providing the thing they want most: The independence to make their own decisions.
We are placing the power to deliver custom advice and the necessary services to do so directly in your hands. If you want to take control of your business – and your life – here is your opportunity.
INDEPENDENT AFFILIATION
Independent affiliation allows you to maintain ownership of your business, have your own unique brand, and utilize
Mainspring’s Compliance and business oversight resources. Independent affiliation provides the following
conveniences:
- Leverage the Mainspring Wealth Advisors platform for competitive payout
- Full autonomy
- Dedicated support during transition, including operational support and business consultation
- The opportunity to connect and collaborate with like-minded advisors
- Best practices sharing and collaboration for staff including virtual support as needed
- Compliance and financial planning support
- This an ideal opportunity to work alongside an established firm and like-minded advisors as you grow your business.
Create a Succession and 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 still be supported should the unexpected occur.
“While reviewing my options, I was looking for independence with local support. It was important for me and my team to be surrounded by other ambitious advisors with the right long-term mentality. My affiliation with Mainspring Wealth Advisors is the first time I’ve found a community of fun and ambitious people since I was a new advisor knocking on doors. Our affiliation gives my team the extra layer of local support, freedom, and infrastructure to confidently run my firm.”
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 $7B 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.
