Tools for Transition

The rise of ensemble practices

Why ensemble and super ensemble practices are becoming the most popular business models for independent advisers.

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Featured Companies

HFG Wealth Management, LLC

The Woodlands, TX

Welcome to HFG Wealth Management. We are an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. We are expanding our business by offering experienced advisors...

WHJR Associates

Campbell, CA

As a "Boutique Style" quasi broker-dealer and Registered Investment Advisor in affiliation with a larger firm, we offer you the very best of both: the personal relationship with all the support you deserve and the resources necessary to be on the cutting...

Andrew Sabreen

Wexford, PA

Andy has spent his career in financial services after graduating cum laude in 1975 from Hillsdale College. First securities registered in 1984, Andy has been with the same broker-dealer and has won numerous awards including Regional Vice President of...

Pure Financial Advisors, Inc.

San Diego, CA

Pure is a FEE-ONLY financial planning firm with a focus on retirement planning and tax optimized investment management. The planners at Pure are CFP Board certified, experienced and salaried employees of the firm. Pure is a fast growing firm with...

U.S. Planning Group, Inc.

Atlanta, GA

U. S. Planning Group, Inc. is an affiliation of independent financial planners and professionals. As an OSJ Branch of Woodbury Financial Services, Inc., our mission is to put our associates and their needs first and foremost to assist them to identify,...

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