At Freestone, our clients come first. If we provide an advisor and a client with everything they need to focus on what truly matters, we never want those clients or their advisors to leave. Offering Partner Advisors a chance to become business owners helps ensure a long-term relationship.
Clients, advisors and entire advisory firms benefit from continuity. Ownership in the business helps ensure clients will always have a team to take care of them.
Advisors that can source, close and service clients have a particular skill set that is hard to find in wealth management. If advisors are creating significant enterprise value through client sales and service, they deserve to participate in that value creation. Freestone is an employee-owned firm and employees who generate significant value, may receive equity.
If you’re a successful advisor and want to own real equity, we want to talk with you.