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 regulated by the State or SEC or Fee-Only or Fee-Based -- it doesn't matter who your Custodians, Wealth Portals or Third Party Service Providers are. We can "go with the flow" or "recommend providers".
"I'm proud to have helped so many advisors through the transition process,Matt Peterson, President / Make It A Great Day, Inc.
since founding MIAGD in 2004.“
Please let us know a little bit about where you are at in the process, so we can help more.