Grow Your Independent Practice with Pivotal Financial Advisors

Who We Are

Pivotal Financial Advisors is an external Office of Supervisory Jurisdiction that specializes in helping independent advisors grow their practices. As a business building partner, we assist advisors on how to structure their business to gain efficiency, allowing them the freedom to focus their time on clients. Our services include, but are not limited to, assistance with transition, compliance, licensing, marketing, practice management, and due diligence.

Consider an opportunity to build your business with the support of a larger organization. Consider Pivotal Financial Advisors.

 

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The Pivotal Difference

Your success is our responsibility.

Pivotal Financial is dedicated to helping financial professionals develop their skills, attain their professional goals, and build their practice the way that makes the most sense for them. We assist in developing a business plan while giving you the freedom to run your business in the manner you choose.

As allies, we support your practice needs and provide regulatory supervision. You steer the direction and choose the solutions that best fit your needs, while we offer support to help you achieve your goals.

Our team can help you in a variety of ways:

Succession and continuity planning

Coaching and consulting

Client investment solution recommendations

Training for you and your staff

Technology guidance and assistance

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Compliance oversight

Serving Nearly

Financial Advisors

Advisor Network

Headquartered in Fort Worth, Texas, Pivotal Financial serves nearly 300 independent advisors nationwide. With Pivotal Financial, you become part of a professional family that shares proven techniques and highlights new opportunities. You are on your own, but not alone.

Join Our Team

We are always interested in talking with financial advisors who feel they may benefit from an environment of independence, yet remain loosely associated with other like-minded professionals all over the country.

We invite you to experience the Pivotal difference.