Who We Are
Pivotal Financial Advisors is an external Office of Supervisory Jurisdiction that specializes in helping independent financial professionals grow their practices. As a business building partner, we assist financial professionals 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.
Our team can help you in a variety of ways:
Succession and continuity planning
Client investment solution recommendations
Technology guidance and assistance
Coaching and consulting
Training for you and your staff
Serving More Than
Financial Professional Network
Headquartered in Fort Worth, Texas, Pivotal Financial serves nearly 300 independent financial professionals 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.