Advisor Succession Plan

Only 1 out of every 3 advisors has a succession plan. Do you?

Succession Planning:

The smart choice for your business.
The right thing for your clients.

Whether you are looking to retire in two years or grow your business for another 15 years, a good succession plan starts with a good partnership.

Consider Yerba Buena Financial Partners. We are:

  • An independent, boutique wealth management firm
  • Fee-based active risk and investment managers
  • Conflict-free and unbiased, with no allegiance to any specific product or company
  • Committed to technology-enabled efficiency, consistency, compliance, and security
  • Desirably located in downtown San Rafael, CA
  • Registered Representatives with LPL Financial
  • Members of Peak Advisor Alliance

When you partner with Yerba Buena Financial Partners, you’ll be transitioning your business to a firm with:

    • Comprehensive products and services
    • State-of-the-art technology and sales process, including a secure web-based CRM and secure e-file system
    • Strong back-office support
    • Robust marketing capabilities
    • A commitment to providing unbiased, fee-based advice, with no allegiance to any specific product or company
    • A unique investment philosophy, The Three Pillars of Wealth Management, that guides the advice we provide to clients

Learn more about designing a Succession Plan for your business in partnership with YBFP.