About Us

About Us


“You can’t go back and change the beginning, but you can start where you are and change the ending.” – C.S. Lewis


Financial Recruitment Partners

Financial Recruitment Partners, a national recruitment and career transition consulting firm, works exclusively in the competitive and every-changing industry of wealth management.  With our specialized focus, over 17 years of experience and the successful placement of hundreds of financial advisors, we have extensive and deep industry knowledge that we bring to our candidates, clients and the recruitment process.

We advise and consult wealth management professionals on career options and keep them informed on current trends in the industry including:

  • Exploring options within a W2 captive branch environment
  • Establishing and operating an independent wealth management practice or joining/merging with an existing practice (local, regional or national)
  • Evaluating M&A and “tuck-in” options via strategic partnerships and acquisitions with RIA acquirers and other independent practices
  • Analyzing and exploring succession planning options for advisors considering retirement and advisors looking to acquire retiring books of business


Evolving Landscape

Financial Recruitment Partners recognizes that the wealth management landscape is constantly evolving and any type of transition demands an immense amount of time and commitment.  Moving a practice (book of business) is a major life event, requiring in-depth due diligence and examination; all areas we assist and collaborate in so our candidates can make a well-informed and thoughtful decision, while remaining focused on their day-to-day responsibilities.  This is why we apply these principles to our recruitment process including:

  • Understanding both the business and life needs and goals of our candidates
  • Clear, succinct and forthright information and intelligence
  • Evaluating and identifying the best fit for a financial advisor’s client and their practice
  • Bringing to light and presenting alternative and worthwhile opportunities that might not have been considered
  • Respecting and safeguarding both the candidate’s and client’s time
  • Protecting and preserving confidentiality during the process

There are new opportunities and models for top and talented advisors every day and having a trusted resource who is specialized with a vast network of industry contacts and a proven track record is an invaluable asset.



Meet Our Founder