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Focus on what drives success.  We're here to help!

True Independence within a Team

Freedom and independence of the RIA business model, with the support of an experienced firm backing you and supplying you with the resources to navigate the immense openness of the RIA world. Less bureaucracy and red tape between the firm, the advisor, and the client ensures you receive more support relevant to delivering advice and service to your clients. For those qualifying, equity ownership opportunities are available, affording you the opportunity to benefit from the success of your entire team, not just your own practice.

One unified process.

The planning process is an integral step to properly identifying the investment approach that will provide clients with the best opportunity for success. This is wealth management; where financial planning and solution implementation become one unified process to help clients achieve successful outcomes.  We support our advisors with a team-based approach to handling client needs and relationships, putting qualified, experienced professionals at your fingertips.

Innovation Meets Advice

Our relentless implementation of industry-leading software solutions connects advisors with their clients in a more immersive, collaborative financial management process.

Diverse Selection of Solutions & Products

Access investment, insurance & annuity solutions from a wide and growing array of industry leading providers, and
provide advice on assets that are unavailable to the broker-dealer representative. Our firm works aggressively to
identify new opportunities that allow advisors to expand the services that they offer to their clients, regardless of
where they might be held. If there are products you currently use to support your clients, there is a way to offer
solutions for those same needs in the fee-only model.  If it’s good for the client, we aim to get to yes.

Transition Support

Our extensive experience successfully transitioning advisors will provide you with peace of mind as you prepare your
practice for a move. We will bring our knowledge and expertise to the table early in your decision making process, and
you'll have support leading up to, during, and through the transition to joining Basepoint Wealth.

Competitive Compensation & Benefits

No hidden haircuts, administrative fees, etc.  Straightforward compensation rewards you for the work you do and the expertise you bring to the team and your clients.  Comprehensive benefits including 401(k) profit sharing plan, health, life and disability insurance, access to continuing education, and more.