Independent Guidance for Financial Advisors Navigating Their Most Important Transitions
I’ve personally consulted with more than 1,000 financial advisors as they explore new firms, evaluate independence, plan succession, or prepare for future exits.
I bring unbiased clarity to every conversation, protect your confidentiality at every step, and help you move forward with confidence.
Your search will always be treated with 100% confidentiality.
“I’m just curious what else is out there.”
“My firm is being sold or merged.”
“I’m evaluating independence.”
“I’m planning my succession or exit.”
Managing Director, Bridgemark Strategies
I’ve personally consulted with more than 1,000 financial advisors as they explore new firms, evaluate independence, plan succession, or prepare for future exits.
I work closely with, and am powered by, Bridgemark Strategies — one of the largest independent recruiting firms in the industry. That combination gives you the personal attention of a consultant you can trust, backed by the reach, data, and resources of a national team, making for a powerful service for advisors looking for their next firm.
I’m with you at every step — from your first question to your final decision.
I start by learning about you — your practice, your challenges, and your goals.
I curate a list of firm options that actually fit your practice and your goals.
I set up introduction calls with the firms that fit best, and I’m on every call with you.
A close review of platforms, fees, technology, and resources — so you avoid costly mistakes.
I negotiate on your behalf to maximize your deal structure and ongoing economics.
— Brian Shulstad
One example of the kind of outcome advisors experience after working through a transition.
There is no cost to you. I am compensated by the firm you transition to, not by you — so my guidance stays focused on what’s actually the right fit.
Never. There’s no contract and no obligation. You can pause, slow down, or walk away from the process at any point, for any reason.
Always. Your current firm, your team, and your clients never need to know you’re exploring your options unless and until you decide to move forward.
I offer unbiased, complimentary advice to help you find out whether a move makes sense for you — no pressure, no obligation.
