Recommended Professionals

Key Management Group is a leading provider of comprehensive business solutions for financial advisors.

DeVoe & Company is a leading consulting firm and investment bank focused exclusively on guiding wealth management and investment management companies to a higher level of success. The firm provides consulting, merger and acquisition, and valuation services to help RIAs accelerate the achievement of their business goals. The DeVoe & Company team is comprised almost entirely of former financial advisors and former strategy consultants. The team's experience provides RIAs with a strategic partner for a wide breadth of initiatives, including succession, M&A activity, human capital, and growth.

Dynamic Directions is an award-winning coaching and consulting firm specializing in building a better life and practice for financial advisors. D2 works with more than 75 practices across the country, including members of the Barron's Top 1,200 Advisors list. The firm provides guidance and support to financial advisors who are planning to buy or sell a practice or merge with another practice. D2's true value lies in consulting work - helping you see the big picture, develop the right mindset and determining your true goals as you build and protect your legacy.

ECHELON Partners is a Los Angeles-based investment bank and consulting firm focused exclusively on the wealth and investment management industries. Over the past 20 years, the firm’s principals have completed hundreds of advisory assignments, valuations and strategic consulting engagements for its two target industries. In that time, a broad diversity of executive teams and boards have chosen ECHELON Partners to help them envision, initiate and execute a variety of complex business strategies and transactions. ECHELON Partners provides a wide array of world-class investment banking, management consulting, valuation and research presentation services to our clients.

Ranked as one of the top 100 fastest growing private companies in Oregon by Portland Business Journal, Succession Resource Group is a succession consulting firm specialized in helping financial professionals value, protect, merge/acquire and develop exit strategies for their business. With decades of combined industry experience, SRG possesses a unique combination of skills, resources and expertise to help advisors understand the value of their business, develop strategies to improve that value, protect it with comprehensive contingency and succession plans and grow through acquisition.