Financial Advocacy Network (FAN) was created by a team of advisors for advisors looking for a holistic experience. At FAN, we collaborate with you on the essential elements of your business and provide intellectual insight that aims to enhance and grow your practice. We do this in an atmosphere of entrepreneurial spirit and a culture of shared expertise. The key to our success is the drive and commitment that we share with practices in the network and our willingness to learn.
We offer a mix of services and value to advisors who collaborate with us including:
Independent RIA and Asset Management
Succession and Acquisition Planning
Compliance and Supervision Support