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Independent Financial Planner Services

Partnervest Financial Group LLC is actively recruiting financial professionals whose business focuses on, or has the desire to transition to, a primarily fee based practice. Partnervest is a full service Broker-Dealer, member FINRA/SIPC, a SEC registered RIA, General Insurance Agency and Technology consulting company. Partnervest, founded in 2001, has a network of financial professionals across the country.

As an Independent Financial Planner, you have the ability to affiliate with us in the manner which best suits your needs. You decide which products, services, and platforms to use. In addition, we are truly independent and you can participate in company ownership.

Is your current firm meeting your primary needs? According to a Financial Planning Association 2000 Survey, firms who serve the Independent Financial Planner are consistently receiving poor marks in service, technology, payout rate, and Internet access. Also, the survey shows many of these firms are not addressing the top 5 challenges of time management, capacity to service clients, keeping up with technology, improving efficiency, and obtaining better clients.

The services we provide Independent Financial Planners address these key challenges. By partnering with us, you are able to focus your time and energy on your clients and increasing your bottom line.

Equity Ownership
When you join Partnervest you may receive equity ownership in our growing, national firm. Not only will you be able to share in the profits of your Broker/Dealer, RIA and Insurance Agency, but you will participate in the company’s earnings from our patented technology integration systems and In-House Outsourced Solution™ system.

Our Commitment
We want your business to thrive. That's why we make it simple for Independent Financial Planners like you to focus on increasing your profits and attracting new clients. Leveraging the strength of our vast network of resources, we offer you the most flexible service programs with the freedom to decide which products, services, and platforms to use. As part of our value, we can model our back-office services around your independent financial planning practice. From people who care as your Partner, we are committed to resolving your daily challenges of: Time management, Dealing with customer service issues, Keeping abreast of new technology, Reducing overhead costs, Operating in compliance with regulatory rules and guidelines.

What Partnervest offers that other firms don't

PRIMARY SERVICES