We are here to help fiduciary-minded advisors think outside the box and implement institutional-grade next gen solutions to match or surpass growth metics of national platforms.
Integrity and respect are at the heart of everything we do--we view ourselves as an extension of your executive leadership team. Together we can exploit extraordinary opportunities to achieve your version of maximum success.
We bring over 100 years of combined experience operating in the wealth management industry across sectors, regions, and disciplines.
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. Sure, we have referrals for you. We also invite you to ask around. We are very proud of the talented team we have assembled and can assure you when you work with us you work with the best.
Fusion Financial Partners Fusion founders Mike and Kimberly Papedis know the independence process inside and out. Over the course of their collective years in the industry, they have not only helped hundreds of advisory teams make the move but have also had a hand in creating the fastest-growing businesses in the wealth-management industry.