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 President Peter Murphy 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!
🗓️ January 27 – 29
đź“Ť Local areas in Maryland, Pennsylvania, and Virginia
We Specialize In Supporting SME Advisory Practices
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.
Founders Open House
Come meet the Founders team and explore our uncommon enterprise at one of our upcoming open house events.
Spring Open House
April 2025
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our spring open house. Stay tuned for more information or click the link below to email us about being notified when event details are available.
Summer Open House
July 2025
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our summer open house. Stay tuned for more information or click the link below to email us about being notified when event details are available.
Fall Open House
October 2025
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our fall open house. Stay tuned for more information or click the link below to email us about being notified when event details are available.
Winter Open House
January 2026
Founders Financial
1026 Cromwell Brg Rd
Towson, MD 21286
We’re hard at work planning our for our winter open house. Stay tuned for more information or click the link below to email us about being notified when event details are available.
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
+
We want to support small- to mid-sized independent financial advisors who feel underserved and unsupported by their current broker-dealer relationship.
+
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.
+
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.
+
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?
Enter your email below so that we can connect with you.