Advisor Group

We simplify the process of on-boarding & oversight of financial practices.

The Benefits of Independence

At SharpePoint | Advisor Group we support the transition of financial advisors to the Independent arena.  Independence provides freedom in your planning, allowing you to focus on the best practices for your clients, not your corporate constraints.  No longer would you be tied to proprietary products, mismatched incentives or quotas.  Your focus is Sharpened where it belongs: on your client.

Maintain ownership and control of your business, keep a higher portion of your generated revenue, and work with an energetic, experienced and robust team dedicated to your success.

AUTONOMY

Own the brand, structure your own practice and operate independently.

REGULATORY OVERSIGHT

We provide oversight and compliance on your business in a heavily regulated industry.

OPERATIONS SUPPORT

Different levels of support to address your needs and desires.

Advisor Programs

SHARPEPOINT ADVISOR 

Our SharpePoint Advisors understand our vision and incorporate our SynerG Process within the SharpePoint EcoSystem.

SUCCESSION PROGRAM ADVISOR

We provide the resources for Financial Advisors to have a scripted and defined program for succession. Whether it is retirement-focused or mortality-focused, our Advisor Program facilitates not only Compliance Requirements, but it also provides peace of mind with a definitive Plan that can be trusted for your future and for the future of your beneficiaries.

SELF-BRANDED ADVISOR

Our Self Branded Advisors utilize individual Groups within the Suite of Services, however they remain branded under their specific company name.

Ultimately it is the advisors that run their own business; we are here to support you along the way.

SharpePoint

Enhancing and Protecting Life Well-Lived

with CLARITY | CONFIDENCE | COMMITMENT