As a financial advisor, your clients count on you to provide them with expert guidance and solutions to their problems in addition to investment advice and management.
As an Ethos strategic partner, you’ll have a working relationship that makes you look even better in your client’s eyes with our scalable, technology-enabled platforms that efficiently offer a broad scope of innovative solutions for bespoke planning with prompt service, comprehensive support and deep expertise.
modern boutique law firm
Protection, Prosperity & People‑Focused
Planning with Purpose
We are a boutique law firm that focuses entirely on planning. We design and deliver bespoke plans that provide comprehensive protection while they also facilitate financial prosperity and uniquely foster family peace, unity and prosperity.
Our modern approach is client-centered and fosters relationship prosperity in a way that is uniquely heart-centered. We are guided by values and driven by intention to deliver our “Four Ps of Planning” — Protection, Prosperity, People, and Purpose.
Protection
Secure what matters most.
Prosperity
Financial succcess.
Family harmony.
People
Guided by values.
Driven by intention.
Purpose
Planning today
for generations tomorrow.
protection with purpose
Holistic and Innovative Planning
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.Â
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.
let's talk
Start the Conversation
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.