Do You Feel Stuck? Unheard? Underserved?
The Power of Boutique.
The Size & Scale of Something Much Bigger.
In an industry where transactional relationships are the norm, many advisors have accepted their broker-dealer’s status quo. However, more independent advisors are now seeking a more partnered approach to independence.
Don’t miss the chance to meet CEO Brad Shepherd in-person to explore if going boutique is right for you. Discover your options and answer a crucial question for your business: Is your current broker-dealer the right long-term partner?
Appointments are limited, so schedule your meeting today!
🗓️ April 29 – May 1
đź“Ť Local areas in Delaware and Southeastern Pennsylvania
We Specialize In Supporting Advisory Practices of All Sizes
Founders Financial is proud to support local area advisors and the communities they serve. We appreciate and recognize the important role small- to medium-sized advisory practices play in supporting local communities and the families that live there. Let us share why Founders Financial is so dedicated to serving the practices often marginalized and forgotten by many of the larger firms.
Upcoming Events
Whether you’re looking to expand your knowledge, network with industry professionals, or stay updated on the latest trends, our events are designed to provide valuable insights and opportunities.
Deciding When It's Time for Succession
May 13
Zoom Webinar
Brad Shepherd presents an introspective way for you to think about and analyze where you are in the business you have built today and determine what the next few years will look like.
How to Lead Your Way to Scalable Growth
May 15
Zoom Webinar
Join CEO Brad Shepherd as he delves into the complexities advisors face in growing their practice. He offers unique insights and actionable steps to help advisors unlock their inner CEO and achieve sustainable growth.
What is Peacefulness Worth to You?
June 3
Zoom Webinar
Founders Chief Investment Officer highlights the impact of investment management on your time and the opportunity cost of not leveraging outsourced solutions. Join Pete Murphy, as he breaks down the options available to advisors, including those they may not be as familiar with.
Building the Right Succession Strategy
June 4
Zoom Webinar
Learn all the opportunities, best practices, and steps available to you for developing a successor for your practice.
Warm Welcome: Summer Open House
July 9
Founders Financial
We’re hard at work planning our for our summer open house. Stay tuned for more information or email us about being notified when event details are available.
Building a Path to Growth
July 10
Zoom Webinar
Join us as we highlight what it requires to evolve your practice from one state to the next. Brad Shepherd will showcase how you can assess your practice today and align the building blocks to take a measured approach to growth.
FCMS Quarterly Market Review & Outlook
July 15
Zoom Webinar
Join Pete Murphy, Chief Investment Officer as he shares his global economic and capital market outlook, provides advisor perspectives on the current environment to support you in client conversations, and answers your questions.
Our Purpose Is Servant Leading Advisors Like You
Founders Financial is the proud champion of the independent advisor, big or small. We’re here to serve and lead business owners in pursuit of their enterprise dream.
The Power of Boutique
Discover the unparalleled support of a boutique IBD/RIA partner, offering personalized service, responsive compliance, direct access to senior leadership, and a community of like-minded advisors—all with the resources of the mega firms.
Private & Built to Last
Built to last, our private enterprise thrives on multi-generational leadership. We control our destiny, ensuring independence with no private equity or public shareholders. Our members are our stakeholders. We earn the right to serve you daily—no strings attached.
Just the Right Size
We are the perfect partner for small- to mid-size independent advisors, combining personalized relationships with the scale of larger firms. Leading organizations recognize us for consistently outperforming other firms in key areas advisors value.
Frequently Asked Questions
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We want to support small- to mid-sized independent financial advisors who feel underserved and unsupported by their current broker-dealer relationship.
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We want to get to know you, your story, and help you understand the different broker-dealer options available to you, including how Financial Financial supports independent advisors.
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We have provided an interactive scheduling tool on this page for your convenience to select an available date and time that works best for you.
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A meeting location will be selected after registration. Typically, we will meet with an advisor at their office or a local establishment (i.e., coffee shop) of their choosing.
Want more information?
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