Making a move in a world of unknowns.

Greetings,

It might surprise you to know that I have walked in your shoes. I helped build a New England financial services firm from 17 to 140 advisors. I vividly remember when the firm’s ownership changed and its entrepreneurial culture shifted to a managerial corporate culture. That culture was not compatible with my skill set or experience, so I embarked on a search for opportunities that would preserve my independence.

Changing firms can often feel like walking through a minefield of potential legal risks and other problems that could jeopardize a hard-earned and valued book of business. Not wanting to live or work in a “box,” I launched Advisor Consulting Hub with a few core business beliefs.

Changing your broker dealer or RIA should not be considered a mere transition. It should transform your business, which starts with a strategic roadmap. Our process is aimed at helping you align your career vision with the best firm partner.

Like you, we place the highest value on client service and long-term relationships. Our sole objective is to add value to your business by always acting in your best interest.

Thank you for visiting our website. Whether you are looking for guidance in changing your broker dealer, starting your own RIA, developing a succession plan or recruiting senior staff, we welcome your questions. Please call or share your interest on our website contact form.

Mary Lucas Atwood
President