Grow Your Independent Practice with Pivotal Financial Advisors
Who We Are
Pivotal Financial Advisors is an external Office of Supervisory Jurisdiction that specializes in helping independent financial professionals grow their practices. As a business building partner, we assist financial professionals on how to structure their business to gain efficiency, allowing them the freedom to focus their time on clients.
Our services include, but are not limited to, assistance with:
- Transition
- Compliance
- Licensing
- Marketing
- Practice Management
- Due Diligence
Consider an opportunity to build your business with the support of a larger organization. Consider Pivotal Financial Advisors.
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The Pivotal Difference
Your success is our responsibility.
Pivotal Financial is dedicated to helping financial professionals develop their skills, attain their professional goals, and build their practice the way that makes the most sense for them. We assist in developing a business plan while giving you the freedom to run your business in the manner you choose.
As allies, we support your practice needs and provide regulatory supervision. You steer the direction and choose the solutions that best fit your needs, while we offer support to help you achieve your goals.
Our team can help you in a variety of ways:
Succession and continuity planning
Client investment solution recommendations
Technology guidance and assistance
Coaching and consulting
Training for you and your staff
Compliance oversight
Serving More Than
Financial Professionals
Pivotal’s Financial Professional Network
Headquartered in Fort Worth, Texas, Pivotal Financial serves more than 300 independent financial professionals nationwide. With Pivotal Financial, you become part of a professional family that shares proven techniques and highlights new opportunities. You retain independence while also gaining a supportive network.
Join Our Network
We are always interested in talking with financial professionals who feel they may benefit from an environment of independence, and count themselves among a network of other like-minded professionals all over the country.