We act as your advocate, mentor cheerleader and bodyguard.

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Access any one of our 95 dedicated FiNet enthusiasts, who are experts in every aspect of going independent.

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A network that you can grow with.

Whether it’s day one or you’ve been with us for years the FiNet community is there to walk you through process, talk, answer questions and ensure you have the resources and tools to make your practice successful.

Access to experts in Marketing, Risk Management, Operational, Practice Management, Strategic Initiative, Succession Planning, and M&A Purchases.

Access to Industry Experts

Professional Development Opportunities

Personal Practice Management Coaching

Buying and Selling Books of Business

A hands-on approach to the process.

We believe every transition needs a guide who knows the way — who to call, what to do next, and how to mitigate the problems that crop up along the way.

What Independent Financial Advisors are saying.

Slide 1 of 5FiNet does an excellent job in preparing you and your clients for the move. Moving was a scary event, but thanks to the help of the individuals at FiNet, I have been allowed to not only continue my business but grow it as well.
Roberta “Birdie” Hunter
President, Wavecrest Wealth Management
Slide 2 of 5People’s expectations are higher than they’ve ever been, so just providing investment advice isn’t enough. You truly must be your client’s advocate. Being independent with FiNet has allowed me to build my business to fulfill this need.
Michael Cowan
Branch Manager, The Cowan Group
Slide 3 of 5Every single thing FiNet has promised us has come true. We now have the majority of our business converted over. A process that took at least two years at our previous firm has taken less than four months with FiNet
Claudia Barkmeier
CFP Director, Senior Financial Advisor – Barkmeier Financial Consulting Group
Slide 4 of 5FiNet Provides you with support on the back end and takes a large amount of responsibility off your plate if you are an independent owner. You have the support and resources of a large warehouse with a hands-off approach.
Eveylyn Carter
Branch manager, owner, Acequia Investment Group
Slide 5 of 5We wanted to be able to manage our business the way we wanted to. At the end of the day, we all consider ourselves entrepreneurs and just needed the flexibility of an independent shop, which FiNet provided us.
Steve Mills
Financial Advisor, Trinity Capital Management

15 years of forward movement with Wells Fargo Advisors Financial Network

2001

First Union Securities enters independent business with acquisition of J.W. Genesis

2002

First Union/Wachovia merger

2007

Wachovia Securities merges with A.G. Edwards

322 practices

587 Financial Advisors

2009

Wachovia Securities becomes Wells Fargo Advisors

420 practices

805 Financial Advisors

2019

18 Year Anniversary

637 practices

1,323 Financial Advisors

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