Built to serve financial advisors
Established to serve a distinct need in the financial services marketplace
Our Mission
To positively impact the lives and professions of those we serve, always building a community of spirit and purpose as we grow our collective Human QuotientTM.
Our Purpose
Rooted in partnership
We believe it is vital to understand what is important to each financial advisor and their business, just as you do with your clients. This level of knowledge allows Founders to be supportive to the growth of their enterprise and help to promote the achievement of their goals and dreams.
A Partner to Lean on and Freedom to Serve
Founders recognized that many financial advisors don’t want to be alone, but they do want to be independent. Thus, Founders serves as a partner to each financial advisor and as an extension of their enterprise. This provides advisors the support they need to grow their business while empowering them to maintain their independence.
The Notion of Independence
Founders believes in transparency. We believe that “interdependent” more accurately reflects the nature of the RIA/B-D relationship than “independent.” Why? Both the B-D and the financial advisor need each other to thrive. Instead of ignoring the true nature of the relationship, we choose to celebrate it, bringing more care and attention to the relationship between the RIA-B/D and the financial advisor.
Thus, Founders is the first interdependent RIA-B/D. This nomenclature both celebrates the true nature of the relationship between RIA-B/Ds and financial advisors and sets the stage for developing a genuine, personal relationship rooted in partnership.
Shared Resources, Shared Values
Founders Financial welcomes professionals who share our commitment to integrity and leadership. Our Built By and For community is maintained by continuing to listen to the voices of the financial advisors we serve, and is rooted in the belief that we can drive innovation for the community’s collective benefit by sharing challenges and triumphs.