Independent wealth firms are navigating increased complexity: scaling operations, retaining next-generation advisors, evolving leadership teams, and selectively hiring to deepen client coverage.

Whether founder-led or institutionally backed, I help RIAs and MFOs solve the leadership and advisor-related challenges that often emerge as firms grow beyond their founding team or initial strategic plan.

Strategic Support Across Four Core Areas

1. Leadership Succession Planning
Quietly building external benches for senior roles, identifying future leaders, and preparing for transitions—without triggering internal uncertainty or relying on generic search firms with limited wealth management expertise.

2. Advisor Retention Diagnostics
Conducting confidential cohort interviews to surface what senior advisors and teams are thinking—and flagging flight risks, payout misalignments, or cultural friction before they lead to resignations.

3. Leadership Search
Originating and engaging leaders for the C-Suite-1 roles, and other leaders of strategic importance—sourced discreetly and aligned with your firm’s values, business mix, and client promise.

4. Advisory Recruiting Infrastructure
Creating or improving UHNW and HNW advisor acquisition pipelines—especially for firms with limited in-house recruiting capacity or under pressure to expand without relying on headhunters who represent multiple firms at once, and may not convey your value with the detail and nuance it deserves.

How I Work

I operate across interim, fractional, and advisory models, allowing you to access senior-level talent strategy expertise without committing to permanent headcount or long-term search retainers.

Because I don’t take placement fees, my role is aligned with your firm’s goals—not the transactional incentives of traditional recruiters, which is suitable for Founders, Presidents, or COOs who need a discreet sounding board and embedded execution partner.

The Result

Independent firms gain a single partner for:

• Succession continuity below the C-suite

• Advisor retention visibility and risk mitigation

• High-impact originator hiring

• Longer-term recruiting infrastructure build-out

All delivered through a trusted, external lens—with the discretion and alignment that independent firms value.