Why Consulting Partners

We Approach Business Differently to Provide Exceptional, Personal Services to Advisors, Advisor Teams, Ria’s, Wire-house, Regional, And Independent Broker-dealers

Why Work With
Elite | Consulting Partners

Elite Consulting Partners is a national transition consultant, advisor practice management, and business consulting firm with a reputation for delivering superior advice and guidance to clients. We offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients. During due-diligence and the transition process, we ensure that our clients’ objectives and goals are always realized.

In order to ensure that your goals are met, we take considerable time to understand you, your business, and objectives you wish to achieve when deciding to work with a consulting firm. We will ask you the tough questions, and give you straightforward answers as they relate to the success of your business or practice.

At Elite Consulting Partners, we believe your needs and the needs of your clients are of utmost importance. Our value-add is based upon our deep understanding and relationships within the financial advisor industry. These consist of independent financial advisory firms, wirehouses, regional firms, RIA’s, hybrids, OSJ’s/Super OSJ’s, and wirehouse senior management.

If you are ready to make a change or learn about your options, we provide a complete turn-key suite of services and solutions tailored to meet your personal needs.