A Community of Leaders

Learn what the Member Partners of Founders Financial have to say about our community and its lasting impact.

I have a hard time referring to Founders Financial as a "Broker Dealer." They are so much more than that. They are your partners, they are your family , and it's completely different than the type of business relationship that I was used to. Charlie Roberts Member Partner Since 2014

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

That's the beauty of Founders. It's independent. It's all about independence. So, it's designed in a way that you, as an advisor, can make the best decision for each client relationship that you serve. Alec Knight Member Partner Since 2010

Explore More

Founders Overview

Fast-facts and details on our one-of-a-kind enterprise.

Are You Really Independent?

Brad Shepherd, CEO, contrasts the notion of independence with the value of a true partnership.

As Good As It Gets?

An exploration of the standards present in our industry among advisors and broker/dealers.

Tools & Technologies

Learn more about how we approach technology to help you power your business.

Strategic Enterprise Program

Learn more about our leadership development and practice management offerings.

FCMS^® One Sheet

Learn what the Second Party Asset Management^TM platform has to offer and how it protects your value proposition.

Envision Yourself with a True Partner

Do you share the same intimacy of relationship with your RIA or broker-dealer that your clients share with you? We invite you to explore the Founders DIFFERENCE and learn what it means to have a true partner supporting your enterprise dream as an independent financial advisor.

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