Skip to content
"I have a hard time referring to Founders as an ‘RIA-Broker-Dealer.’ They are so much more than that." Icon

TRU Enterprise OS
Unite your enterprise with the people, processes, and technologies built to simplify the management of your practice so you are liberated to focus your time on growing and enhancing relationships


Graphic of marketing chat bubbles

Marketing

Grow your enterprise and engage relationships with proven strategies and marketing automation

Learn MoreIcon
Compliance shield and check mark graphic

Compliance

Protect what you’ve built without friction and complexity — working with teams that get to know you

Learn MoreIcon

Hear What Our Member Partners Are Saying About Founders!

"They're a very giving group. Giving in many ways...with love, affection, and friendship — and information that helped me (and my practice) grow."

Hear From Our Community
Top challenges for financial advisors

Liberate Yourself & Your Business

Top Challenges for Independent Financial Advisors

  • Limited time and resources
  • Rapidly changing regulation
  • No work and home life balance
  • Zero business planning support
  • Outdated and complex technology stack
  • Time-consuming process for managing client investments
  • No marketing experience or strategy
  • No mentorship and leadership development
  • Isolation with no peer support

Rediscover your passion and love for the business. We take a uniquely interdependent approach to help you focus more on the relationships you serve and less on your business operations.

Explore Freedom from Common Obstacles

Become the Leader Your Enterprise Needs with Guided Leadership

Develop the dimensional skills of servant leadership to unlock your inner CEO and lead others with the Strategic Enterprise Program™. Discover what makes great leaders effective and embark on a journey of self-discovery to cultivate your own authentic leadership style.

Explore Leadership & Growth

The Strategic Enterprise Program allows me to focus my efforts and attention to the little objectives that will ultimately help me to achieve something truly special, for both my business and my clients.

Bill Kessler Member Partner since 2002

When I was looking for a new home for my business, Founders was the only organization that talked to me about who I was, what I wanted, and what my dream was. They guided me step by step and made sure I was up to speed on each and every one of their technology platforms. I could not have asked for a better experience.

Brian Schlosser Member Partner since 2004

Learn How We Support Advisors

Are you ready to lead & grow your enterprise with purpose?

Brad Shepherd  | Chief Executive Officer

"As the CEO of Founders, I've had the amazing experience of helping our Member Partners achieve many impactful outcomes. I'm looking forward to learning about your story and building a plan to achieve your dreams."

Let's Connect
Bradley Shepherd, CEO Founders Financial
Back to top Skip to Navigation