• Planning to Break Away?

    Planning to Break Away?

Financial Advisors In Transition

Planning to Start Your Own Independent RIA?

We can help.

We have helped guide a myriad of advisors with the process of becoming independent through our branding, marketing and consulting services.

Whether you're regulated by the State or SEC. Fee-Only or Fee-Based. It doesn't matter who your Custodian(s), Wealth Portal(s) or Third Party Service Providers are. We can "go with the flow" or "recommend providers".

"I'm proud to have helped many advisors through the transition process,
since founding MIAGD in 2004.“

Matt Peterson, President / Make It A Great Day, Inc.

Please let us know a little bit about where you are at in the process, so we can help more.

Your confidentially is our priority.

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