of financial advisors
About Us
Continuum Advisory was launched in April of 2016 as a turnkey strategic partner with a focus on advancing business for boutique wealth management firms. We partner with select advisors who share our same values:
- Act as a fiduciary (the client always comes first)
- Provide comprehensive wealth management
- Have a desire to grow their business, are intellectually curious and always wanting to better themselves both professionally and personally
- Understand the importance/value of collaboration with other advisors
- Value relationships
We have an approval process, an internal committee that looks at each new firm who seeks to join Continuum. To be affiliated with Continuum is a special thing – you are a member of a unique community of advisors. We currently have a great group of advisors who all value their relationships with each other, and keeping that rapport is critical.
Independent Advisors…

…Together
Transition Team
When a new firm joins Continuum, our transition team is dedicated to making their onboarding process as seamless as possible.
Our mission at Continuum Advisory is to handle all the headaches that come with running a business so our advisors can focus on client service, freeing up their time so they can deliver a world-class wealth management experience.

What Do We Do?
We provide multiple forms of support for our advisors, including:
- Coaching
- Back-office support
- Retirement solutions
- Compliance
- Risk management
- Marketing
- Industry leading thought leadership
- OSJ Supervision
Through our tools, resources, and support, our advisors can focus more on the things that truly matter, such as understanding clients’ values, goals, and fears. By removing the headaches and pains that come with running an independent wealth management firm, our advisors are freed up to spend more time with clients…
investing in relationships.
Meet Our…
