We believe today's challenges require more sophisticated and comprehensive solutions than ever before. Financial professionals need effective collaboration, robust research, and comprehensive planning tools to address the complexities of today's financial landscape. Growing your business while fully leveraging a trusted and established team is essential for managing client relationships.
Why we're different
In-house Asset Management
Model-driven investment solutions, designed to provide optimal results for our clients.
In-house Financial Planning
A dedicated team offers full data entry, with creative strategies you can turn into plan recommendations.
Case Design
Uncover massive sales opportunities and illustrate advanced concepts in a simplified manner.
Economic Package
A competitive benefits program including transition compensation, recruiting bonuses and retirement funding.
Coaching & Development
Resources to build skills and knowledge lead to providing the best possible expertise to your clients.
Strategic Growth Vision
Grow business through your established CPA alliance network and active practice acquisition strategy.
Marketing & Branding
Build a powerful personal brand with a strategic marketing bundle that reflects your unique vision.
Technology
A holistic technology platform that accelerates your business' digital transformation.
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Achieve More
We encourage you to contact our team for more information and insight about the potential for increasing the value of your business.
Be part of a team that has your back every step of the way, recognizes your success and pushes you to reach your full potential.
2
‘Unrestrict’ your impact.
We offer financial professionals the ability to grow their businesses without limits. Our bespoke solutions include leadership development, coaching, and acquisition opportunities. We will help you scale your business to new heights.
3
‘Unlimit’ your potential.
When you’re affiliated with us, your earnings potential is only as limited as your ambition.
Best Places to Work for Financial Advisors in the USA
We are excited to announce that Fortis Lux Financial has been named the 2024 Best Place to Work for Financial Advisors in the large company category nationwide.