Who Is Continuum?
Continuum Advisory provides the tools, resources, and community needed for independent wealth management firms to grow and transform their practice and life. Continuum understands that every advisor is different and has varying approaches to financial services–we partner with select advisors who share our same values.
There is no top-down approach when decisions are made, and all advisors have a say in the direction our firm takes. This collegial community of chosen advisors with different niches and different expertise creates a great environment for sharing ideas with the common goal of helping end-clients discover and achieve their financial goals.
Starting your own RIA can be tedious and scary. We offer advisors who want to gain independence a multitude of services and fee-based solutions with an easy-to-use platform.
Your ClientsFirst and foremost, unlike other firms you could join, at Continuum your clients are your clients. They will always be yours; we just ask for 30 days notice if you leave.
Marketing SupportKeep 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 ServiceYou run your own business. We can provide you with the cutting-edge technology for planning, strategizing, and billing if you need it.
The Continuum AllianceOur firm's culture is team-focused. With 22 advisory offices across the country, each advisor helps each other grow. We overcome obstacles together. You’re not alone, you’re part of an alliance.
Fiduciary ApproachWe 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 ExcellenceAs 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.
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.