Insider Executive
Curated Expertise
Curated Expertise
Fusion is a full-service agency dedicated to the Registered Investment Advisor (RIA) industry. Founded by Mike Papedis and Kimberly Papedis, insider executives of the fastest growing independent firms on Wall Street.
The Smarter Way to RIA
We take a complicated and confusing process of building an RIA and simplify it. Launch your RIA in 3-6 months instead of years. Let Fusion implement institutional-grade next gen solutions to match or surpass growth metics of national platforms - on your terms!
Our Values
Aligned with your fiduciary mindset, transparency is at the heart of everything we do. There are no hidden fees. No secret "kickbacks" to us. Equally important during this time is confidentiality. Your identity is not revealed to numberous recruiters or vendors putting your transition at risk. We manage a tight process keeping your identity hidden as we eliminate potential partners and vendors that will not meet your needs.
Our Knowledge
As former inside executives in some of the biggest firms on Wall Street, we bring over 100 years of combined management experience to your RIA build and transition. We have effected over $40 billion in AUM movement to the independent space since our launch of Fusion 2017.
Our People
Independence only. We "grew up" in the RIA space--and so did our colleagues. The quality of our people establishes how well we serve our clients. Of course, we have referrals for you. We also invite you to ask around. We are very proud of the talented team we have assembled and strategic partners we associate with and can assure you when you work with us you work with the best.
Our Founders
Fusion Financial Partners Fusion founders Mike and Kimberly Papedis know all things RIA. Over the course of their collective years in the industry, they have not only helped thousands of advisory teams make the move but have also had a hand in creating the fastest-growing businesses in the wealth-management industry.
Sorry, No Results
You've asked for it. We created it
Check out our IT firm.
