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Company Overview, Mission and Values 

By Advisors, For Advisors.  

Continuum Advisory was launched in 2016 as a strategic Registered Investment Advisors (RIA) partner for independent financial advisors.  Built by advisors for advisors, we provide an entrepreneurial alternative to the traditional independent broker/dealer model.   Our flexible menu of investment tools and digital technology resources help advisors accelerate growth and enhance their client experience.  Today, Continuum serves over 25 advisors nationwide representing over $3+ billion in client assets.

Advisors choose Continuum because of who we are and what we represent.  As stated in our value proposition, we provide advisors with the tools and resources to drive efficiency and accelerate growth, while delivering a uniquely dynamic client experience. By making their challenges our responsibility, advisors can focus on what they do best - growing their business and maximizing their true potential.