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Let’s grow together

We unlock advisor potential the Sowell Way — we meet you where you are and take you where you want to go; providing a transformative platform of services and solutions to give advisors vision, voice and value.
There for the advisors. There for the journey.

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In business for yourself – not by yourself

Twenty years ago Bill Sowell started a journey to create a pathway of freedom for advisors. Committed to providing true independence for financial advisors, he founded a Registered Investment Advisory firm to become the advisor

to advisors. The fiduciary, customer-first philosophy he embraced in 2001 is now the “best interest” standard mandated by the SEC.

years ago Bill Sowell started a journey to create a pathway to freedom for advisors. Committed to providing a true independence, he founded a Registered Investment Advisory firm to become the advisor to advisors – offering a flexible and solutions platform along with a broad array of in vestment strategies as well as turn-key back office services.

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We meet you where you are &
take you where you want to go

Ready to BREAK AWAY

We are there for you when it’s time to be in business for yourself – not by yourself. We provide the freedom and flexibility advisors seek.

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Ready for RESOURCES

Our technology stack eliminates back-oﬃce burdens so you can focus on your clients. Our integrated solutions are customized for you — no one-size-fits-all bundles.

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Ready to GROW

We empower you to achieve your goals for growth. We have the experience, resources, capital,and connections to guide you to the next level.

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Ready for a LEGACY

Whether it’s time to retire now or 10 years from now, we help you develop a customized succession plan to realize your unique vision for the future.

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Different by design

PEOPLE + PROCESS
We are seeking advisors with a growth mindset who understand that outsourcing tedious tasks is critical to the bottom line. We provide solutions customized for your practice— from all encompassing to à la carte. Our people guide you through process improvements so you can focus on revenue-producing activities.

PERSONALIZATION + PARTNERSHIP Our open-architecture platform allows you to select the services you need, while providing the infrastructure and resources to help you manage and grow your business. Our unbundled platform of solutions is completely personalized with solutions and strategies to match your unique needs. We consider our relationship a partnership, and we are by your side from day one.

POWERED + EMPOWERED
Sowell’s technology is an integrated and robust array of solutions that operate as the backbone of your practice. We connect you with the industry leading technology and, equally important, a team of data and tech experts who help build and strengthen your business. Critical back-office support empowers you to spend the time where it is most valuable — on building client relationships.

We are the bridge builders

We help advisors see an independent and prosperous future and guide them through the entire journey.

Our Platform of Solutions

TECH ECOSYSTEM
1:1 tech support, performance reporting + billing

FINANCIAL PLANNING customized, white-labeled solutions

MARKETING
brand + creative development

COMPLIANCE OVERSIGHT
audit support + advertising review

ADVISOR RELATIONSHIP MANAGERS
back- & middle-office support

WEALTH MANAGEMENT
OCIO + FLEX platform

Leading the way

South African Variant Sell-Off

The coronavirus reminded us again that the pandemic is far from over. Last Monday, Austrian residents started their day in lockdown. Later in the week, the new Covid-19 variant from...