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INDEPENDENCE, REDEFINED

YOUR CHALLENGES, OUR RESPONSIBILITY

CONTROL YOUR FUTURE, REACH YOUR POTENTIAL

DEFINE YOUR LEGACY

Simplify Your Business

By taking your challenges and making them our responsibility, you can focus on what you do best - growing your business and maximizing your true potential.   

Hear Our Story

People, Values, Culture

The Principles on Which Continuum is Built

At Continuum Advisory, we believe that the whole is greater than the individual sum of its parts.  Built by advisors, for advisors, our mission is simple: help successful investment professionals accelerate growth, optimize efficiency, and realize their true potential.  In an industry where everything looks similar, Continuum provides a uniquely dynamic experience for advisors who share our same vision, values, and culture.


2016

Founded

$3B+

AUM

25

Wealth Management Firms

3

Custodial Platforms

30%+

Average Annual Growth Rate


Accelerate Growth

Robust and flexible investment management platforms

 Digital marketing & Consulting resources to enhance your brand

 An innovative platform of  wealth management solutions

Generate Ideas

An ecosystem of experienced professionals, powerful technology, and collaborative colleagues

An annual summit of Continuum advisors, peers, and partners

A community of ongoing engagement and idea sharing with like-minded professionals

Streamline Technology

Fully digitized tech experience for clients and advisors

End-to-end integration for CRM, planning, and investment management 

Ability to manage entire business operations from smart phone or tablet