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