FiNet offers more for the independent advisor

Whether you’ve been thinking of going independent or you already have an established business, FiNet can help you run your business to your standards and serve your clients’ needs with access to enhanced resources.

Advice & Planning Solutions

  • Goals-based planning
  • Wealth Planners & Strategists across the U.S. supporting advisors & clients
  • Wells Fargo Investment Institute provides expertise & insights from in-house analysts

Local leader support

  • Access to leaders in your market who are invested in your success
  • Dedicated coaching and resources for growth

Real Estate

  • Assistance in selecting appropriate office space
  • Resources to help you grow your enterprise value

Succession & Growth Programs

  • Access to capital to support expansion and acquisition
  • Dedicated team that consults on buy/sell transactions
  • Assistance in finding succession partners, whether looking to exit or acquire books of business
  • RIA channel as additional transition option

Banking & Lending Solutions

  • Securities-based lending
  • Custom lending
  • Affluent/HNW mortgage offering & trust services
  • High-net-worth and ultra-high-net-worth client focus
  • Access to private wealth capabilities

Marketing & Branding Support

  • Create a customized feel for your practice
  • Strategic consulting
  • Turnkey digital marketing solutions
  • Content resources
  • Lead generation programs

Existing Independent Advisors

Don’t settle for less – your existing practice deserves more of the right resources and support. When you choose Independence with FiNet, you unlock the potential to ignite growth for your business, deepen client relationships and establish inorganic growth opportunities.

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Experienced Advisors Considering Independence

If you have been looking for the freedom to create a business that represents who you are and how you want to deliver for your clients, FiNet offers you a choice in what path best aligns with your vision.

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Find your Divisional Growth Team

United States Wells Fargo Advisors Financial Network Regional Map

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