Your Business. Your Evolution.
From your first big move to your next milestone, we provide the programs and partnerships to keep your practice thriving at every stage.
Every evolution has a starting point.
Advisors arrive at different stages, with different needs. Wherever you’re coming from, we’ll help you take the next step with clarity and confidence.
When “independent” doesn’t feel supported.
If your current OSJ isn’t delivering, we’ll show you what a true partnership looks like, with resources, guidance, and advocacy built around your business.
Independence amplified.
When your only advocates work for the broker-dealer, whose best interest comes first? Evolution is your experienced ally who knows how to push for what matters to your practice.
The first step toward freedom.
Explore what it really means to own your business, with a partner who makes the transition to independence clear and achievable.
Built for the milestones ahead.
Growth brings new opportunities as well as complexities. No matter what stage your business is in, our business growth programs are designed to help you move forward with confidence.
I have known the principal team of Evolution Financial Advisors for over 20 years. They are an outstanding group with a thorough understanding of our industry. I chose to partner with them 14 years ago and have never second guessed that decision. Evolution works as an advocate for its advisors and helps make doing business as easy and straightforward as possible. I would recommend them to any advisor seeking a new independent broker dealer, without hesitation.
Don Burger, AVH Invest
The above statement was provided by financial professionals associated with Evolution Financial Advisors and affiliated with Osaic Wealth as investment adviser representatives.
Growth & Efficiency
Run smarter. Grow stronger.
Independence doesn’t mean doing everything yourself. It means having the right systems, processes, and people in place so you can focus on your clients. Our Growth & Efficiency program helps you streamline operations, strengthen compliance, and unlock new ways to scale without adding unnecessary complexity. The result? A practice that works harder for you, not the other way around.
M&A Support
Expand on your terms.
Growth often means looking beyond organic gains. Whether you’re considering acquiring another practice, merging with a peer, or selling part of your book, our M&A Support program gives you the expertise and structure to do it right. From due diligence to deal execution to post-transaction integration, we’re here to ensure your business grows in ways that are sustainable, strategic, and aligned with your vision.
Succession & Continuity
Protect your legacy. Secure your future.
Advisors who think ahead protect more than their book of business. A clear plan keeps clients supported, gives your team direction, and ensures your family receives fair value for the practice without the burden of finding a buyer or negotiating a sale.
We’re here to answer your questions about transitioning in general or Evolution specifically.
