A Smarter Way to Independence

See what it’s like to be independent, but not alone, at Wealthridge Partners.

Like our clients, no two advisors have the same needs. We support our advisors in several ways.

Transition Assistance

Most firms offer transition assistance, which is expected. At Wealthridge Partners, we guarantee that you will receive 100 percent of the available transition amount from LPL Financial without any haircut by us.

You are taking a significant step toward freedom, and those funds rightfully belong to you, not us. Choose a firm that is genuinely committed to your future.

Legal Consultation

Unfortunately, business can become litigious. In collaboration with LPL Financial, we provide new advisors a free consultation with a securities attorney.

As with our clients, we believe that you should have access to the information necessary to make an informed decision. The first meeting is on us.

Technology

We assist our advisors with LPL’s ClientWorks, as well as introducing them to approved tools that we find helpful in running a successful practice.

We’ve found that our advisors typically enjoy a tech stack that includes:

  • Financial Planning Software
  • Tax Analysis Software
  • CRM
  • Performance Reporting
  • Newsletter Generation
  • Risk Tolerance Software and more

Compliance Support

Wealthridge Partners empowers advisors with the freedom of independence—without the compliance burden.

We have experience with every aspect of compliance including but not limited to:

  • Branch & Staff Registation
  • Branch & Client Files
  • Computer Technology Requirements
  • Social Media
  • Medallion Signature Guarantee
  • Branch Exam Support
  • Non-Cash Compensation
  • Outside Accounts and more

Succession Planning & Book Purchases

Wealthridge Partners is dedicated to crafting personalized succession planning strategies and facilitating smooth book acquisitions while incorporating both traditional and nontraditional financing options, ensuring that your legacy is preserved and your financial future is secure.

Branding

If you already have a DBA, we’ll help you update your marketing materials quickly and keep everything compliant.

Prefer our brand? Great—we’re excited to have you launch as a Wealthridge Partner advisor, fully supported from day one.