Redefining Independence

for financial advisors

Redefining Independence

for financial advisors

The Premier Partner for Elite Advisors

At Continuum we believe that the whole is greater than the individual sum of its parts.   As a leading platform provider for independent advisors, Continuum provides a comprehensive suite of integrated business management solutions, backed by cutting edge technology, to help advisors accelerate growth and optimize efficiency.

By handling many of the costly and time-consuming back-office functions, our advisors can focus on what they do best- serving clients and growing their business.  The Continuum community of advisors is a powerful network built on the foundation of collaboration and idea sharing, with a common goal of helping clients achieve their financial goals.

"Continuum Advisory is a RIA platform built by advisors, for advisors. It's your business, your brand, and your clients. By serving as a middle office solution, we absorb many costly and time-consuming functions and give advisors the time and scale they need to focus on serving top clients and accelerating growth."

“Continuum Advisory is an RIA built by advisors for advisors. Your clients are your clients—always. It’s your brand, your business, your clients. We just want to offer you more freedom by taking the things off your plate that you don’t really want to do, all within a team atmosphere of excellence.”

“Continuum Advisory is an RIA built by advisors for advisors. Your clients are your clients—always. It’s your brand, your business, your clients. We just want to offer you more freedom by taking the things off your plate that you don’t really want to do, all within a team atmosphere of excellence.”

Independent Advisors…

…Together

Why Continuum?

Innovation, collaboration, and flexibility are the pillars on which Continuum has been built. By delivering best in class technology, clearing, and wealth management tools, our advisors can simplify their business, while achieving greater efficiencies and gaining valuable time to focus on serving clients and growing the business.

Build Enterprise Value

We serve as a strategic partner to help advisors accelerate growth, optimize operations, and maximize the enterprise value of their brand.

Brand Marketing

We deliver turnkey marketing resources to drive brand visibility, including custom website development, digital marketing automation/SEO, social media, and content development.

Outsource Your Back-Office

By outsourcing time-consuming operational functions, including client onboarding, processing and fee billing, advisors gain time, efficiency and can focus on serving clients and driving growth.

The Continuum Alliance

The Continuum community of advisors reaffirms likeminded independent advisors and their teams that they are independent, but not alone.  Through Continuum you become connected to a powerful, collaborative network of professionals who share a common passion and purpose.  We recognize the importance of fostering an advisor network who communicates regularly and shares valuable insights with their peers.  Through our quarterly advisor calls and annual advisor conference, Ideation, you will realize the power of collaboration and form impactful relationships with both advisors and the Continuum home office team.

Fiduciary Approach

We partner with advisors who share our values, especially the main one: The client always comes first. As fiduciaries, it is our legal duty to always do what is best for clients. Our open architecture approach to managing money allows us to truly provide best of breed investment solutions without conflicts of interest. We get paid more when our clients get paid more. We don’t sell products, we offer solutions.

Independent Investment Excellence

As a boutique firm, we’re not beholden to benefiting a large bank or corporation—we’re here to benefit the end client. We offer objective asset management with hundreds of investment options.

Independent Advisors…

…Together

Why Continuum?

Starting your own RIA can be tedious and scary. We offer advisors who are wanting to gain independence a multitude of services and fee-based solutions with an easy-to-use platform.

Your Clients

First and foremost, unlike other firms you could join, at Continuum your clients are your clients. You always own them; we just ask for 30 days’ notice if you leave.

Marketing Support

Keep your current brand or create a new one. We can provide you with all of the marketing support you need to grow your practice, including logos, brochures, websites, high-definition videos—you name it.

Stellar Back-Office Service

You run your own business. We can provide you with the cutting-edge technology for planning, strategizing, and billing if you need it.

The Continuum Alliance

The Continuum community of advisors reaffirms likeminded independent advisors and their teams that they are independent, but not alone.  Through Continuum you become connected to a powerful, collaborative network of professionals who share a common passion and purpose.  We recognize the importance of fostering an advisor network who communicates regularly and shares valuable insights with their peers.  Through our quarterly advisor calls and annual advisor conference, Ideation, you will realize the power of collaboration and form impactful relationships with both advisors and the Continuum home office team.

Fiduciary Approach

We partner with advisors who share our values, especially the main one: The client always comes first. As fiduciaries, it is our legal duty to always do what is best for clients. Our open architecture approach to managing money allows us to truly provide best of breed investment solutions without conflicts of interest. We get paid more when our clients get paid more. We don’t sell products, we offer solutions.

Independent Investment Excellence

We’re not here to benefit some big bank or corporation—we’re here to benefit the end client. We offer objective asset management with hundreds of investment options.