Steward Partners | Legacy Division

According to the Financial Planning Association, 73% of advisors do not have a written succession plan. Our unique value proposition offers advisors the flexibility to define when and how they want to slow down and transition responsibilities to our team, whether it is as simple as a catastrophic buy/sell agreement or a formal continuity plan. By doing this, we create peace of mind for you, your family, your clients, and your employees.

Whether you are looking to fully retire or want to remain engaged in some capacity, our experience, customized approach and strong financials allow advisors to sell their business on their terms. Each of our deals has been uniquely customized to the specific needs and goals of the seller and their team.