We are Harbinger

We help financial practice owners and operators reach new levels of success while enriching the lives of their clients.

Get Started

We help financial practice owners and operators reach new levels of success while enriching the lives of their clients.

Who we help

Financial Advisors and Wealth Managers
Portfolio Managers
Insurance Practitioners

The World is Changing

The Challenge

We believe the investment management ecosphere is
experiencing climactic change, and its happening fast.

What you are
experiencing

  • Fee compression
  • Increased regulation and cumbersome compliance
  • Aging books
  • Resistance in new asset capture
  • Bulge Bracket institutions taking more and adding less value to you and your clients

The Solution

Services

Acquisition

Practice Acquisition

EXIT

If you are looking for a quick exit, we will formulate a succession plan that gives you the most advantageous payout for your practice.
 

Joining Our Team

MERGE

Become part of what we are building. We see a future where advisors have independece and clients are at the center of the relationship - not the firm serving them.

Development

Practice Management

IMPROVE

Improve processes. Develop Your Team, Increase Profitability, Deepen current relationships.
 

Marketing and Business Development

GROW

Your client base has different wants and needs. It is also harder to get their attention today than ever before. We will structure online campaigns to attract individuals and families for your business.