Join Premier Path as an
experienced advisor
Our entrepreneurial mindset. Your growth.
As entrepreneurs, we are uniquely suited to nurture advisors with a similar entrepreneurial owner’s mindset. We empower advisors with the tools, resources, and culture needed to achieve both personal and professional success.
Whether you’re in the early stages of building your business, or leading a growing team, we are committed to helping you elevate your practice and amplify your success with the right path forward to serve your clients and build your book of business.
Onboarding paths for advisors
We support you every step of the way as you transition to an independent advisory practice. Here are examples of how advisors may come to join us:
Business PROFILE:
For the early-career advisor or small team seeking to accelerate growth and establish a strong foundation for long-term success.
Deal Considerations:
- Dedicated Business Transition Team
- Premier Path covers expenses, marketing; T&E budget
- Guaranteed starting salary
- Competitive cash payout on revenue production
- Dedicated client service support
Business PROFILE:
For established advisors or teams looking to elevate their business, gain access to expanded resources, and explore long-term partnership opportunities.
Deal Considerations:
- Dedicated Business Transition Team
-
Premier Path to provide all local expenses, inclusive of
marketing/T&E budget - Eligible for upfront transition compensation
- Competitive payout structure with potential for equity partnership
- Opportunity for profit distributions as the business grows
ADVISOR PROFILE:
For advisors planning their succession and seeking a trusted partner to ensure clients are supported and their legacy is carried forward.
Deal Considerations:
- Dedicated Business Transition Team
-
Premier Path to provide all local expenses, inclusive of
marketing/T&E budget - Eligible for upfront transition compensation
- Competitive payout on revenue produced
- Flexible succession structure, including ongoing compensation for retiring advisors as client relationships transfer to a successor
“Joining Premier Path means I can focus on my clients while knowing the operations, compliance, and technology are handled. That balance has been a game-changer.”
– Brian Glenn, Chief Investment Officer and Private Wealth Advisor
Become a Premier Path advisor
We provide a complete suite of solutions that empower you to succeed, with cutting-edge technology and a robust support system to enhance your business and meet your clients’ diverse needs.
Leading-Edge Fintech Support
- Seamless Access: One platform for all your tools and resources
- Estate Planning: Sophisticated solutions via Vanilla
- Financial Planning: Advanced retirement planning with eMoney
- Client Management: Integrated reporting and asset aggregation via Black Diamond
- CRM Solutions: Streamlined workflows with Salesforce
Complete Solutions Toolkit
- Business Advisory & Pre-Transaction Planning: To maximize clients’ enterprise value pre-sale, help them navigate the sales process, and build deal team for successful transactions
- M&A Investment Banking: Support for middle-market business owners looking to sell
- Family Governance and Legacy Planning: Facilitate seamless wealth transfer while establishing family governance to help clients build a lasting legacy.
- Valuable, Strategic Partnerships: Access valuable partnerships in insurance, 401(k) solutions, and more
Diverse Shelf to Build Investment Portfolios
- Private Markets & Alternatives: Broad access to private market and alternative investment opportunities
- Boutique Due Diligence: Curated sourcing of alternatives through Atrato
- Open Architecture: Unique boutique strategies not available through large wirehouses
- Proprietary Firm Research: In-house insights to support informed decisions
- White-Labeled Research: Customizable research branded for advisors
-
Premier Path Alternative Investments Growth Opportunities Fund:
Exclusive access to our proprietary alternative investments fund - Nasdaq Private Markets: Expanded opportunities for private investment access
Full-spectrum services to support your business
- Comprehensive transition support
- Practice management and consulting
- Scalable CRM workflows
- CSA and RM Support for your clients
- Compliance & oversight
- Business operations
- Employee Benefits
- Strong network of peer advisors
- Calendar of events: high-end industry conferences for continued growth and development
Marketing
- Social media
- Website
- Brand awareness
PR/Media
- Featured articles
- Video interviews
- Lineup of client/ prospect events
Financial
- Upfront consideration
- Attractive cash production payouts
- Path to equity
OUR IMPACT
With over a decade of guiding clients through complex financial landscapes, we’ve helped countless families and businesses create lasting impact.
Experience
Served
Always innovating to deliver industry-leading
wealth solutions and services
We are always looking to innovate by seeking new technologies or approaches, and refining systems to save you time, increase efficiencies, and help you monitor how your clients’ financial plan is tracking.
Integrated Reporting
Track investment assets with personalized balance sheets and customized reports.
Cash-Flow Forecasting
Advanced budgeting tools to ensure your clients stay on track.
Estate & Legacy Planning Platform
Holistic Financial Planning Tools
Real-Time Asset Tracking
Integrated Reporting
Track investment assets with personalized balance sheets and customized reports.
Cash-Flow Forecasting
Advanced budgeting tools to ensure your clients stay on track.
Estate & Legacy Planning Platform
Multi-generational planning powered by Vanilla.
Holistic Financial Planning Tools
Comprehensive views of your clients’ total wealth powered by eMoney.
Real-Time Asset Tracking
User-friendly app for on-the-go access and customizable reporting powered by BlackDiamond.
READY TO TAKE THE NEXT STEP?
Join a team committed to growth, innovation, and excellence.
