Fusion’s purpose is to provide strategic guidance, planning and definitive project management services to wealth advisory firms to help them achieve their aspirations of RIA launch, growth, or to maximize enterprise value. Fusion is the first call from advisors searching for independence.
 
Fusion Financial Partners was formed by leading RIA industry executives and is the financial service industry's first agency loyal to the independent financial advisor offering full-service guidance throughout a business’s launch, growth and monetization. Since our founding in 2017, our collaborative approach is based on the promise that every client is represented by the proven skills and experience of the entire firm.  

Our mission is to educate and help as many aspiring RIAs or existing RIA firms achieve their goals as possible. Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms and more, we work closely with the industry’s leading firms for our client’s benefit.  We offer an unparalleled internal and external ecosystem of experts, relationships, access, and industry intelligence to help ensure our clients achieve their goals.