Are you in the right place for you and your clients? Are you getting the support you need to grow your practice, today and for the future?

Our business is challenging enough when you are in a great environment, but it can be really tough when you are not. But what are your options if you’re considering a move?  What about all the details of setting up your office?  How about the transition for your clients?  Would you hire the right support staff?

I had the same concerns when I left my wirehouse firm, but I also knew it was the right move.  My goal was to find the best possible fit for my clients and myself.

Bucholtz Consulting is looking to add like-minded financial advisors who are looking for a company that places your clients’ interest above all else. If you are considering a change, I hope you will consider learning more about what we have to offer.

Here are a few of the benefits of joining Bucholtz Consulting:

  • Freedom to run your practice in the best interests of your clients
  • You maintain ownership and control of your client relationships
  • Support from experienced client service administrators and para-planners
  • Collaboration and consultation with professionals with an interest in your success
  • State of the art technology and client access tools
  • Resources to handle the paperwork required in your transition
    • Our “You get the signature, we get the rest” transition program
  • The strength and support of an elite Broker Dealer that treats you as well as you treat your clients
  • Top-notch office space that is warm and welcoming
  • A straightforward compensation plan that allows you to benefit from your growth and production and keeps your interest aligned with your clients

If you would be interested in talking more, please contact Dave at (440) 944-7070 or send an email to dave@bucholtzconsulting.com. All contacts are handled confidentially and we begin by getting to know a little bit more about one another. This is a great opportunity for the right financial advisor.