Protection
Secure what
matters most.
Purpose
Guided by values.
Driven by intention.
People
Planning today
for generations tomorrow.
Prosperity
Financial success.
Family harmony.
As a financial advisor, your clients count on you to provide them with expert guidance with their legal planning matters in addition to investment advice and management.
As an Ethos Strategic Partner, you will have a working relationship that makes you look even better in your client’s eyes with our scalable, technology-leveraged platforms that enable us to efficiently offer a comprehensive scope of innovative solutions for bespoke planning with prompt service, comprehensive support and deep expertise.
a different kind of planning firm
Protected with Purpose. Prospering with Intention. Planned with Ethos.
Ethos Legacy Group is a modern boutique planning law firm built around a simple belief:
Great planning should do far more than prepare legal documents.
It should protect what clients have built. Help them prosper from it. Care for the people who matter most. Preserve the values, wisdom and stories that give a client’s wealth meaning. And thoughtfully prepare for generations still to come.
That is why we approach planning differently.
We bring together sophisticated legal, tax, asset protection, business, estate and legacy planning through a holistic 360° perspective—then thoughtfully design a deeply personalized plan around each client’s life, their family, their aspirations and their definition of prosperity.
Everything we do is guided by our Four P’s of Planning: Protection. Purpose. People. Prosperity.
protection with purpose
Holistic and Innovative Planning for Prosperity
We employ a holistic approach to planning that is very comprehensive. We utilize state-of-the-art strategies and techniques to effectively deliver optimized planning.
Our unique holistic approach optimally coordinates all types of planning, which are all components of our innovative 360° Protection Planning >> Prosperity for Life & Loved Ones™.
Our planning components include income tax planning, estate planning, estate tax planning, asset protection planning, business succession planning, medicaid planning, legacy planning, and more.
let's grow together
Building Something Special
Increased Revenue & Client Satisfaction
Your clients count on you to provide them not only with investment advice, but also with planning guidance.
The reality is that your clients also consider the attorneys to whom you refer them to be a reflection of you. Poor service by referred attorneys means unhappy and lost clients. So you must choose attorneys wisely!
You need attorneys to whom you can refer clients that you can count on to provide prompt, friendly and better planning.
By becoming an Ethos strategic partner you will:
- Increase your assets under management (AUM)
- Have very satisfied clients
- Increase your revenue
- Add more value to your client relationships
- Increase your new clients
- Help your clients with better planning solutions
- Increase your client retention
- Differentiate yourself from your competitors
Better, Sensible & Sustainable Trifecta
We employ a modern approach to delivering comprehensive, bespoke planning that is simply better.
Becoming an Ethos strategic partner is a win-win-win trifecta – a win for your clients, a win for you, and a win for us!
We believe that is the only type of partnership that makes sense and is sustainable long-term.
We're excited to explore opportunities together!
let's talk
Start the Conversation
If you’re a financial advisor looking for a better way to provide an elevated client experience and to increase your revenue, we would love to start the conversation with you.
We’re looking to team up with select financial advisors who want to provide their clients with best-in-class planning along with prompt, friendly service.
To learn more about how our strategic partnership program can work for you, please complete and submit the form below.
prefer to talk first?
let's explore the possibilities
Ready to Explore A Better Way to Practice?
Schedule a conversation with us to learn how joining Ethos could expand your planning capabilities, strengthen your client relationships, and support the practice you want to build.
