Elevating RIA Advisory Services
Comprehensive strategic consulting for Registered Investment Advisors.
M&A Advisory
Expert guidance for sell-side and buy-side transactions.
For succession, annual financial planning, and potential sell-sides.
Tailored solutions for your unique strategic issues.
Valuation Services
Strategic Consulting
Guidance with Perspective for Your RIA
At Highledge Advisors, we provide honest strategic consulting and financial advice to help you more clearly see the broad opportunities and challenges in reaching your goals.
Honest Advice
Holistic Approach
With more than 35 years of experience in M&A and strategic consulting, we bring an elevated view to your RIA's issues and help you map out the next steps in your journey.
Strategic Advisory Services
Helping RIAs reach their strategic goals.
M&A Support
Comprehensive M&A support to identify, negotiate and transition your firm to the right partner for your clients and your employees.
Strategic Consulting
Sometimes the next step for your firm isn't clear. We've tackled a wide range of strategic issues for RIAs and financial firms. We'll help you where we can and, unlike some firms, we'll be honest about where we can't.
Valuation Services
Customized Discounted Cash Flow models to reflect the value of your firm to the next generation "G2" advisors or potential buyers.
Why Highledge Advisors?
Our only ambition is an excellent client outcome.
True Thought Partnership
There’s a reason for uncertainty. Each path before you can look appealing, but each has its risks. Some risk are unclear and others aren’t the same for each person. Organizations have different strengths and weaknesses. Having an experienced guide to help you understand your abilities against the issues before you can help you choose the best path forward.
It's hard to truly understand a firm’s strengths and weaknesses without analyzing data. It tells a story. Having built and managed highly sophisticated financial models for both multi-billion-dollar budgets and acquisitions, we can delve into the details of your firm’s performance to provide insights that give you a map for action.
The best results come from singular focus. Many firms spread their focus to marketing, industry events, and social media. By maintaining a singular focus on clients, we have added bandwidth to focus on client issues and needs while also keeping expenses down. We're happy to grow one client at a time.