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Membership Qualifications  
Founders Financial operates as a private strategic enterprise serving the needs of independent focused advisors. Founders provides an opportunity to pool talent, knowledge, and resources with diversified professionals of high standards and ethics willing to share for the benefit of all. T Brown, CLU

Our Member organization is strategically comprised of like-minded, values-based entrepreneurs. Each came to Founders Financial seeking a level of independence, control, leadership, growth, and freedom not found in their current environment. These professionals contribute their unique capabilities and a desire to grow professionally while also taking their business from its current environment into an independent, strategically focused financial services enterprise. Our Member partners embody the very best of professional characteristics:

  • Our Member partners share a client-centric philosophy. All have a tradition of unparalleled service to clients, rather than to a manufacturer. They operate mature practices in defined strategic markets and areas of specializations that showcase their unique professional talents and leadership abilities.

  • Our Members embrace the Founders Financial Guiding Principles and Code (known as the Founders Financial Bill of Rights) which act as articles of entrepreneurial independence and were created by Founders Financial and its Members. These principles establish the strategic purpose of Founders Financial and further define the professional image, reputation and integrity of the entire organization.

  • Our Members possess the highest degree of professional development and continuing education. Many, if not all, have certifications and professional designations of CFP, ChFC, CLU, CFA, CEP, and MSFS.

  • Our Members are growth oriented business owners who fall into one of two growth categories. Many are proven performers. Founders Members represent average paid revenue in excess of $300,000 per year. Other Member Firms have created vision plans through our Strategic Enterprise Practice Management Program™ to achieve these growth levels and more.

  • Our Members fully embody our organizational purpose of Shared Resources, Shared Values in all of their professional endeavors. Each shares talent, knowledge, resources, and a responsibility to add value to the organization. They participate in shared case work, study groups, and fully utilize the opportunities afforded them through the network.

  • Our Members have been instrumental to the ongoing, exemplary growth of Founders Financial, Inc. as an independent, innovative, financial professional centric entity that is founded on the ideals of benefiting the human quotient and committed to developing trusted and caring relationships.

 

If you believe you also embody these characteristics and wish to explore the many privileges of membership, we encourage you to contact us.

Shared Resources. Shared Values. - Founders Financial, Inc.
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