We have built the RIA industry's biggest brands. It's your turn.
From Point-A to RIA. Our friends become your friends. Fusion leverages decades of old industry friendships to act as advocate, educator, tactical support, strategic guide and negotiator for advisor practices & institutions looking to make the move to independence.
Curating solutions to help your firm achieve revenue growth. Implementing solutions to enhance inorganic growth strategy. Optimizing organizational structure focused on your human capital investments.
Assessing your business technology and operational needs through the Fusion ScoreCard™. Negotiate and implement vendors that offer the most relevant solutions for your needs.
Estate planning and risk mitigation resources for the fiduciary-minded advisor. Asset mapping for legacy positions to fee-based solutions. Our service is designed to meet the needs of RIAs, hybrid advisors, and national platforms seeking to add solutions, enhance client service, and grow revenue.
Guidance through the vast array of market options with our experienced management consultants. Whether you are a buyer, seller, or PE Firm seeking to expand, Fusion offers industry insider experience, including target firm evaluation, integration services, lending/capital solutions, succession planning solutions, and transition management to accomplish your M&A goals.
Take our hand. We are with you every step of the way.
Fusion Financial Partners Fusion founders Mike and Kimberly Papedis know the independence process inside and out. Over the course of their 50 collective years in the industry, they have not only helped hundreds of advisory teams make the move to independence and, most importantly, have led the execution of creating the fastest-growing businesses in the wealth-management industry.
You've asked for it. We created it
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