ABOUT US

Myriad Advisor Solutions is a business consulting firm and one stop shop for independent financial advisors.

Our focus and dedication is to provide big company resources for independent business owners which help them:

  • Operate the business more efficiently
  • Reduce operating expenses
  • Business growth through strategic hires, client event planning, and streamlined back office support

Myriad has forged strategic partnerships with leaders in technology, office equipment, telecommunications, supplies, marketing, printing, furniture, real estate and business valuations in order to provide the services financial advisors need at costs that usually only big buying groups enjoy.

Additionally, Myriad strives to be more than just a resource. Our project managers consult and "quarterback" the launch process, taking the frustration and doubt out of the decision-making process.

Myriad Advisor Solutions is comprised of entrepreneurs who have "been thereā€ by building their own businesses. Now we stand ready to help you make the needed value enhancements which can bring increased profit to your company and achieve the goals you have set for your business.

We invite you to visit our Transitions section to learn more about what Myriad can do for you. Also, check out The Advisor Club, which is open to financial services professionals with an established practice. The cost savings for products alone is worth the membership fees, but it is the access to the other services that brings huge potential benefit to you and your business.

THE MYRIAD DIFFERENCE

Licensed & Tenured Professionals

  • Licensed Real Estate Personnel
  • Licensed Insurance Personnel
  • Marketing
  • Human Resources
  • Recruiting
  • Software Engineers
  • Technicians
  • Network & Telecommunication Engineers

Experience

  • 400+ Successful Advisor Transitions
  • Agency Approval from Other Broker Dealers

Custom Products

  • Continuum Advantage (Life, Health, Dental & 401(k) Benefits)
  • Advisors Club Membership (back office support)

NATIONAL PARTNERSHIPS & CONTACTS


STAPLES
Office Depot Office Max
CORT
Kaplan
Enterprise Holdings
One Place Capital
Regus
Business Interiors
ADP
Workspace Interiors
Continuum Advantage