Company

Are you an Advisor in need of quality back office support you can count on? Are you spending too much of your time managing money and not enough time growing your practice?

Not only do each of our advisors take advantage of our proven infastructure and support system - they benefit from a unique opportunity to market themselves while maintaining their own brand identity.  This new found freedom allows our advisors to focus on building new relationships and deepening existing ones... all without worrying about the “behind the scenes” operations.

Our experienced team is composed of highly qualified, multi-disciplined professionals and we welcome the opportunity to demonstrate the services we can provide to you as well.

If you are interested in learning more about becoming a investment advisor with TPA, contact Jeri Liedl today at 817-416-7227.