Our Approach
We’re on a Mission With Our Preferred Partners.
Why did you become an advisor in the first place? It likely wasn’t to spend every day running up against regulatory confusion. No, you craved something more.
You could sense a new reality where:
- You and your investor clients are enjoying freedom.
- You’re free to act as a fully empowered fiduciary, giving your best insight and advice to households across your community.
- You have a clear understanding of even the most complex regulations – and a partner who can bring clarity if needed.
- You get to own your independence and build your advisory firm your way. On your terms. For your legacy.
- You co-create a strong succession plan that extends far beyond your lifetime.
That’s why you’re here: You can see a stronger, more independent future. Whether you’re already an independent advisor or leaning down this path, we’re glad you’re here for one key reason…
At Preferred Partners, our sole mission is to help independent advisors build toward success. We’re committed to helping seasoned financial advisors like yourself to grow their practices, increase office efficiency, and maximize profitability.
It starts with advocating for your independence.
We’re Not Your typical OSJ. (That’s on Purpose.)
Supervisory offices are packed with stuffy personalities, insecure owners, or producers who are directly competing against your best interests!
You won’t find any of those shenanigans with Preferred Partners.
We take immense pride in how we engage with our clients. Every advisor in our family deserves to feel seen, heard, and supported. This is the bedrock of our culture at Preferred Partners.
It’s also reflected in our core values.
Our 4 Core Values at Preferred Partners
Advocacy
We believe in active advocacy. When the rulebook gets murky or the critics are unfair, we don’t sit back. We step in as your translator, shield, and steady guide when regulators come calling.
Family
When your world shakes, you shouldn’t have to stand alone. If your family is hurting, we are there for you. If your practice faces a crisis, we are with you in the hard conversations. You are family to us.
Integrity
We believe integrity is a non-negotiable. It means telling the truth, even when it’s inconvenient or costly. It means holding to our word with unshakable consistency, even when no one is watching.
Independence
You deserve a Partner who sees your vision, honors what matters the most to you, and champions the future you’re building as an independent advisor. This is the true freedom of being a fiduciary.