About



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How it Started

  • 3 Employees
  • Helped a financial advisor launch their own business
  • Specific focus on financial advisors transitioning to independence
    • Real Estate
    • Entity Selection
    • Technology Solutions
    • Marketing
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Over The Years

  • Additional services added
    • Furniture selection & space design
    • Telecommunications equipment & solutions
    • Human Resources
  • Serving industries beyond financial services
    • Education planning
    • Executive coaching
    • Municipal landscaping & irrigation
    • Accountancies
    • Chiropractors
  • Constructed new home office
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Today & Beyond

  • 6,000 + successful businesses launched & counting!
  • 1,200 offices launched nationwide
  • Configured & managed over 2,500 networks
  • 3 successful companies
    • Myriad Advisor Solutions
    • Communications Experts
    • Continuum Advantage
  • Over 50 employees
  • Several women in leadership positions