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Advisor Growth and Succession

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Join Our Team

We are always interested in speaking with experienced financial advisors who may be interested in either partnership or succession.

Ideal partnership candidates will:

  • Have a minimum of 3+ years of advising experience and be highly client focused
  • Have a minimum of assets under management of $15mm
  • Be growth oriented, both personally and professionally

Ideal succession candidates will:

  • Be open to a slow transition that allows for continuity and respect of client relationships
  • Enjoy being in a vibrant environment and learning from other experienced professionals
  • Be located in metro Boston, the South Shore, or Cape/Islands

Some of the benefits of partnering with us include:

  • A work environment that values your independence and challenges you to learn and grow
  • Quality in-house operational support, excellent back office support, available office space, collaborative investment research/models, and marketing assistance
  • Highly competitive payouts, enterprise pricing on outside vendors, access to team help on cases, if desired

Connect With Us



"Once you decide that mediocrity is unthinkable, your only choices are excellence and quitting."
- Nick Murray

Are we the right fit?
Let's talk strategy.
No cost, no obligation.

Financial Independence Advisors, LLC
200 Ledgewood Place, Suite 101
Rockland, MA 02370

290 Elwood Davis Rd, Suite 290-27
Liverpool, NY 13088

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Boston Harbor Wealth Advisors, LLC.. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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