The financial services landscape has significantly changed over the last two decades. We have seen the industry move from a traditional brokerage model to an emphasis on fiduciary services. Today, compliance has taken a larger role in our industry and the headlines. Amidst all these changes, those who have not adapted have been left behind. By continuing to strengthen our compliance standards, and increasing the value-oriented services we offer, FAN is positioned to be at the forefront of industry change.
The advisors who comprise our entrepreneurial community believe in putting clients first, and sharing knowledge and best practices in order to provide optimal value to their clients.
Financial Advocacy Network is a full-service OSJ that offers a unique mix of service and value to the advisors who choose to collaborate with us, including:
Independent RIA and Asset Management
Succession and Acquisition Planning
Compliance and Supervision Support