What if everything you needed was just a step away?
IT'S TIME TO TAKE A CHANCE
In a world where 'independent' has become an excuse for distance, another way exists. And it exists for advisors who want boutique care with unlimited capability—no matter the size of your practice.
The Problem Advisors Face
Partnership between advisor and their firm was built on intimacy—on knowing names, stories, and people. But the landscape has shifted. What used to feel like a partnership can start to feel like a system of arrangements designed to control and create distance.
As firms chase scale, a quiet split happens: the “largest practices” get attention, and thousands of strong advisors get… silence. Not because they lack excellence—because they’re not big enough to move a balance sheet. And over time, shared values giveway to bureaucracy and a sterilized status quo.
The Turning Point
Impact Over Scale
You’re not a rounding error. Your voice is valued—and heard.
Personalized Partnership
When you call, you get people—not a ticket number.
Built By & For Advisors
Solutions are shaped alongside advisors—grounded in what truly matters.
Community—Not Isolation
A place where independent-minded advisors sharpen each other—without losing their identity.
What You’ll Gain
Boutique Care. Endless Capability.
You shouldn’t have to “get bigger” to be treated better. We built a boutique experience—backed by serious capability—so you can spend more time doing what you love: growing relationships.
Ready to Lead the Change?
Don’t settle for the status quo anymore. Take charge and join an uncommon community of servant leaders whose mission is to provide you with the personalized service and support you need to reach your dreams.
Frequently Asked Questions
Are all conversations confidential?
Yes. We understand discretion. Your outreach is treated as a private conversation—no pressure, no broadcasting, no games.
You're doing noble and meaningful work.
You deserve a partner who serves you—just as you serve your clients.
Independence with a True Partner
The industry has narrowed the choices: tolerate the status quo, dissolve into a number, or conform to bureaucratic governance.
We refuse that premise. We believe your practice deserves true partnership—shared resources, shared values, and a partner invested in your success.
Because true independence doesn't mean isolation, it’s being free—together.
Joining a Community
MEMBERSHIP FOR
Independent Advisors
Own your practice and your relationships while benefiting from our community's personal support structure and suite of solutions and services that empower you to achieve your goals and dreams.
1.
We’re a membership community of like-minded individuals united by a shared mission:
To positively impact the lives and professions of those we serve, always building a community of spirit and purpose as we grow our collective Human Quotient™.
Every advisor's journey is unique, so our partnership provides pathways for new members to join our uncommon community in a way that best serves them.
MEMBERSHIP FOR
RIA Advisors
Empower your practice with our comprehensive RIA model, providing the infrastructure and personalized support you need to grow your practice and prioritize your client relationships.
2.
Succession Planning for Retiring Advisors
Protect your legacy and the continuity of care for your relationships while maximizing your practice's value through our succession solutions that help you find the right partner at the right value.
3.
TRU Enterprise OS
Technologies and services to operate, protect, and deliver industry-leading client experiences.
FCMS Investment Management
Outsourced investment management solutions to give back your time without diluting your brand or value.
Strategic Enterprise Program
Unlock your inner CEO by developing the dimensional skills of servant leadership to grow your enterprise and lead others.
Relationship Model
Intentional relationships built to promote true growth and lasting purpose
Economic Model
Arrangements built upon an economic model driving value for firm and investors
Member Community
Valued voices and a “seat at the table” to empower shared growth and relationship
Advisor as a Number
Impersonal, tiered system of support based on production and economics
Interdependent
Symbiotic relationship that celebrates the shared responsibility and mutual value
Alone & Isolated
Mandate-based arrangement that pushes the burden to the 'independent' advisor
Built By & For
Industry-leading solutions are developed in partnership with member collaboration
Black Box
Service and product menus providing choice without obligation to support
Our Model
Industry Model
Founders is More than a Broker-Dealer
Since joining Founders Financial in 2013, Charlie Roberts has viewed the relationship as an extension of his family. Running a successful practice in New England, he relies on Founders’ comprehensive support and full suite of services to strengthen his client relationships, grow his business, and maintain the personal balance that so many strive to achieve.
A Better Move Doesn't Have to Be Hard
THE TRANSITION PROCESS
Most advisors don’t stay because they’re satisfied. They stay because change feels heavy—time-consuming, complex, disruptive. We get it.
So we approach transition the way it should have been approached all along: as a relationship. It's planned carefully, supported deeply, and carried with you—so you can keep serving clients with confidence.
- A clear plan built around your practice.
- Hands-on support for you and your team.
- Commitments that don’t expire after onboarding.
- Growth investment options.
Scott Reid
Reid Financial
I was drawn to Founders because of the genuine care and support I felt from day one. The culture here is unlike anything I’ve experienced.
Joined in 2025
Neal Stanfield
TwentyOne5 Wealth Management
I was looking for a firm that I felt would fit the culture and values of my practice. After visiting with the team at Founders and hearing their commitment to advisor success, their model of interdependence, and their commitment to servant leadership, I knew I'd found the place for me.
Joined in 2025
Boutique by Design. Mighty in Impact.
100%
Privately Owned
No Private Equity or External Shareholders
~5.5B
Assets Under Management
99%
Advisor Retention
12+
Average Years of Membership
5th
Highest Growth of Producing Reps
2024 IBD Elite Survey
WHAT MAKES US DIFFERENT THAN INDEPENDENCE AS USUAL?
Many firms use “independent” as justification for distance. We believe interdependence is the truth: partners need each other to thrive—so we invest in the relationship.
WHAT HAPPENS ONCE I SUBMIT THE FORM?
A real person reaches out to learn what you’re missing and whether we can help. If we’re not the right fit, we’ll say so honestly.
WE'RE NOT A MEGA TEAM. ARE WE TOO SMALL?
If you feel underserved because your firm prioritizes larger practices, you’re exactly who this was built to serve: emerging and mid-size practices that deserve real partnership.
I'M NOT READY TO MOVE YET. IS IT STILL WORTH EXPLORING?
Transitioning your business to a new partner is a big step. It's okay if you're not ready right now. We work with you confidentially to prepare you for when you are ready to make the move.
Find the Courage to Imagine What's Next
The headwinds you feel aren’t the weather. They’re the architecture of an industry that forgot the point.
But you don’t have to be a brick in someone else’s wall. You can choose a partner who still believes that care is the work—and that your enterprise deserves to be known, supported, and strengthened.
Because when you stop fighting your firm, you get your time back. And when you get your time back, you get your joy back.
No obligation, only clarity
Founders Financial®
1026 Cromwell Bridge Road, Suite 100
Towson, MD 21286
© 2014-2026 Founders Financial. Member FINRA/SIPC and Registered Investment Adviser. All Rights Reserved.
Why Founders
Advisor Solutions
Don't Forget to Follow Us!
Servant Leadership
Empowering your practice through a leadership model that puts your success first.
Community & Culture
Experience a culture rooted in shared values and service to others through deep and authentic relationships.
Personalized Care
Get to know the team invested in serving you- they understand your business and partner with you towards the same goals.
Built By & For Solutions
Experience industry-leading technology, practice management, and investment solutions designed for how advisors actually work.
Balance & Voice
Engage with leadership to find the stability and balance you're seeking by removing complexity and disruption.