In an industry where transactional, impersonal relationships dominate and mutual success is scarce, other advisors have simply accepted their standing with their broker-dealer, conceded to convention, and relented to a system that packages and celebrates the status quo.
The greatest success stories begin not with those who choose to surrender, but with those who choose to fight. So let’s fight to create your own world. To uphold our values and standards. To unlock the joy of independence, together.
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.
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.
We are the ideal partner for emerging and established independent-minded advisors, offering personalized relationships and large-firm resources. Leading organizations consistently recognize us for excelling in key areas that advisors value.
It’s all too common that the term “independent” is used in the financial industry as justification for creating distance between the advisor and broker-dealer. At Founders Financial, we believe that interdependence—a sense of shared accountability and mutual support—should be championed if goals are to be met and dreams are to be realized.
– Charlie Roberts, Member Partner since 2014
– Brian Schlosser, Member Partner since 2004
–Jodi Brush, Member Partner since 2017
Explore Founders Financial by the numbers, learn how our solutions empower the advisors we serve, and discover how our legacy and community have grown together through a dedication to our mission and purpose of servant leading independent financial advisors in pursuit of their enterprise dream.
The nature of growing a modern wealth management practice has evolved. Many independent financial advisors struggle to grow due to wearing too many hats and lacking time and resources. The average advisor spends less than 20% of their time on relationship-building activities, while top performers dedicate over 70%. Achieving continuous growth requires the time to innovate, build operational excellence, and nurture others with strong leadership.
Scaled Infinite Growth™ offers a turn-key system to empower these areas, allowing you to focus on serving your clients and growing your business.
Remove urgency and unlock the growth potential within as you become the servant leader of your enterprise to grow yourself, your relationships, and your business.
Learn More →
Combines our suite of proven advisor solutions and technologies to simplify enterprise management, freeing to focus on building and enhancing relationships.
Learn More →
Help clients reach their dreams with proven, highly-differentiated investment strategies focused on quality and supported by an industry-best investment management team.
Learn More →The things that matter most to you also matter most to us. We invest ourselves in your personal and professional goals to help you flourish and reach your dreams. This is what drives us, so every member of our team digs in and helps put you in a position to succeed and achieve your goals.
We prioritize the needs of our Member Partners and focus on service to others to create a positive and supportive community of leaders. Our goal is to make a positive impact in everything we do.
Our StoryWe are a privately owned enterprise that prioritizes the well-being of our Member Partners and stakeholders. We’re empowered to make decisions that align with our mission, values, and community.
Our DifferenceWe are proven partners in helping advisors grow their practice, as evidenced by our Top 5 ranking in Financial Planning's IBD Elite Survey for highest advisor growth in 2024 and our 7th place ranking in advisor payout by InvestmentNews in 2024.
Independence Is Better with a Partner By Your Side
We invite you to explore our community of like-minded peers who have chosen partnered independence over packaged conventionalism. Discover what true belonging and shared resources and values looks like with Founders Financial.