We believe the Independent model is the best model in the industry. We share your entrepreneurial spirit, and as business owners ourselves, we face the same challenges. We are able to see things from your perspective because we've been where you are. We never lose sight of our common goal: a simplified, independent, and successful partnership.
We believe in the importance of providing only those products and services that are best suited to your clients' needs (and through Securities America, our broker/dealer partner, you have access to a wide range of non-proprietary investment options and advisory products and platforms). Your personal and professional satisfaction are paramount to our success as a company.
We believe in the importance of providing only those products and services that are best suited to your clients' needs (and through Securities America, our broker/dealer partner, you have access to a wide range of non-proprietary investment options and advisory products and platforms). Your personal and professional satisfaction are paramount to our success as a company.
Services
Professional financial advisors face many challenges when trying to meet and exceed their clients' needs. Evolution Financial Advisors (EFA) offers you a unique and valuable combination of an experienced branch-level support structure and a culture of independence. We go the extra mile. Our goal as an OSJ is to do more for our advisors and their staff than just fulfilling required supervisory and compliance responsibilities.
When you partner with Evolution Financial Advisors, you're in business for yourself--but never by yourself. As a valued partner, you'll be welcomed into a coast-to-coast community that supports your freedom to build, grow, and eventually exit your business in a way that's best for you and your clients.
Securities America takes pride in providing exceptional service. They focus on doing business in a friendly, efficient, and effective way, and their Midwestern work ethic drives them to go that extra mile to ensure the expectations of advisors and their clients are being met.
With more than 2,500 financial professionals nationwide, everything they do revolves around helping advisors deliver the best financial products, services, and financial counsel to their clients.Securities America believes the independent support provided by their financial professionals plays a vital role in people's lives.
With more than 2,500 financial professionals nationwide, everything they do revolves around helping advisors deliver the best financial products, services, and financial counsel to their clients.Securities America believes the independent support provided by their financial professionals plays a vital role in people's lives.
Depending on what stage you are in your business life cycle, you might be considering growing your business through the acquisition of a book of business, or maybe you're thinking of retirement in a few years and wondering about the valuation and sale of your business. We have extensive experience with both.
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