The Choice for RIAs in Growth Mode & Billion-Dollar Breakaway Teams
PFI: "Pure Financial Independence"
PFI Advisors provides “white glove” transition support for billion-dollar breakaway teams that feel they already have the scale to start their own RIA without partnering with the national platforms that are currently out there.
For existing RIAs, PFI Advisors is available to consult on many of the operational and strategic issues facing larger firms as they continue to grow and need scale. This could include:
- Onsite review and operations diagnostic of your RIA’s major systems and workflows
- Pre-merger back office preparation and planning or post-merger integration support
- Retainer-based COO Resource Support to optimize your firm’s operations and overall business strategy
We remain focused on our mission:
To further evolve the RIA industry from a collection of “practices” to “businesses,” and to be a continued voice in validating the industry as a legitimate landing spot for billion-dollar teams and their clients.