Our Core Values
In it for the long-run.
When you want to change the advisor-client experience for the better, you don’t do it for now. You do it with an eye toward the future and in a way that always delivers what’s best for your clients.
Because we’re backed by founders and individual investors, we’re not beholden to short-term profitability. Instead, we’re taking a long-term multigenerational approach to advisor talent as we help them scale their businesses and eventually transition to the next generation of advisors on their team.
It’s all—and always—about the client.
The best interests of our clients guide every business decision and client recommendation we make, from executive leadership decisions to tactical financial advice. And it’s important to us that our clients know this. Our objective advice model allows advisors to operate with a level of fiduciary care to enable quality decision-making.
Transparency and trust. There is no other way.
We are up front and honest with everyone we work with, from our advisor teams to the clients we serve. We believe clients own the right to their financial information and everything that impacts it: fees, performance reporting, cash flow, and balance sheet. It is the aim of every Indivisible Advisor to educate their clients and give them the tools to actively and confidently collaborate in achieving their desired outcomes.
More collaborative relationships that help improve the quality of decision-making.
The advisor-client relationship is uniquely personal. When it’s fully supported and invested in, it can create enduring value. The client relationships we cultivate are focused on offering objective advice that serves the best interests of our clients. With this laser focus, and nothing to distract from it, we can have the honest discussions and informed decision-making that can lead to better outcomes.