If you are thinking about going independent, you’re in the right place.
Built by Advisors for Advisors
If you are thinking about the independent space, you’re in the right place. Pallas was founded by advisors who recognized that there was a better way to serve clients and a better business model for the advisor. The road to independence can feel like a daunting task, however, Pallas has the expertise, the resources, and the platform for you. By becoming a partner at Pallas, we can help you streamline the business of running a successful practice whether it’s by supporting your operations, legal, compliance, data management, or communications. As a partner, you have full access to deep technical financial planning and investment resources to enhance your client’s experience.
Reach out to us to learn more about how we can support you and your clients. All personal information will be kept strictly confidential.