We act as your marketing partner. Not a vendor. Work directly with President, Matt Peterson as your project manager and single point of contact. Not a random support person. Matt has over 14 years of industry experience as the founder of (parent company) Make It A Great Day, Inc. in 2004.
We only take on a handful of new RIAs each month. "The right ones."
Better Online Exposure
Prospective investors likely search for Service + Location. Not your company name. Leverage this opportunity with a better website provider. We offer the best 'on-site' seo tactics in the industry.
Our websites are built with the latest Responsive Design technology. Go ahead..
Pull out your mobile device.
Go to AdvisorFlex.com
Click on any of the sample site links on this site.
Planning to break away? We specialize in assisting advisors that might be starting a new RIA or 'tucking in' client AUMs to another RIA/Custodian/BD. MIAGD is your one stop shop for everything from logo design to content creation to email archiving. Let us take the stress out of your branding transition. See Our Recommended Process
Ready to get started? Due to our boutique company structure and personal service, we only take on a handful of new clients each month. Please contact us today to see if we might be a good fit for your firm.