We believe the independent advisor channel remains the best vehicle to deliver financial advice, now and into the future. Independent, dually registered advisors can offer the widest range of investment solutions, their way, but without the headache of building out a tech stack and taking on compliance responsibilities. Entrepreneurship, however, can be a lonely road, and that’s where TAG steps in.

TAG advisors benefit in four key ways:

Community: We offer a sense of place for isolated business owners through our many in-person and virtual events throughout the year

Economics: We negotiate as a group to obtain industry-leading pricing with various strategic partners

Support: We have a team of experienced associates to help you navigate broker/dealer systems, and centrally trade advisory accounts, if you choose

Knowledge: TAG members span various career stages and structures (solo, team, ensemble). There are CPAs, MBAs, Special Needs experts, Tax Preparers, and Elder Care specialists, all of whom are willing to share insights.

If you’re feeling constricted by captive employment, frustrated by lack of support at a large B/D, concerned about the future of a small one, regretting the decision to form an RIA, or unsure how to go about buying a practice or selling yours, we can help.