Services for Advisors

Financial advisors are searching for ways to enhance the client experience, gain greater control maximize the value of their businesses, and optimize their growth.  These key challenges are being voiced by advisors and independent business owners alike as they navigate a rapidly changing and increasingly complex industry environment.

Our Process

We provide guidance and a consultative approach during your decision making process. We work as a resource to you by leveraging existing relationships with firms across the nation. As part of this process we want you to be presented with the best options so that you can make an educated decision.

As an advisor, there is never any cost to you. We are paid a fee from the firm you choose to transition to. Your compensation is never effected by using ESPFS, we are simply here to help you find the best opportunity.