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  • Myriad Advisor Solutions is a business consulting firm and one stop shop for independent financial advisors.

    Our focus and dedication is to provide big company resources for independent business owners which help them:

    • Operate the business more efficiently
    • Reduce operating expenses
    • Business growth through strategic hires, client event planning, and streamlined back office support

    Myriad has forged strategic partnerships with leaders in technology, office equipment, telecommunications, supplies, marketing, printing, furniture, real estate and business valuations in order to provide the services financial advisors need at costs that usually only big buying groups enjoy.

    Additionally, Myriad strives to be more than just a resource. Our project managers consult and “quarterback” the launch process, taking the frustration and doubt out of the decision-making process.

    Myriad Advisor Solutions is comprised of entrepreneurs who have “been there” by building their own businesses. Now we stand ready to help you make the needed value enhancements which can bring increased profit to your company and achieve the goals you have set for your business.

    Advantages of Myriad

    Our Transition Services assist with each step of establishing the new business, allowing advisors to focus on transitioning your clients. All of our programs, no matter the size of your group, are affordable and customized to your specific needs. Since this is our primary business, you can rest assured knowing your transition is our top priority.



    More and more Financial Advisors have learned that to really take control of the client relationships they need to move to independent ownership. The advantages are endless; higher payouts, friendlier work environments, more lucrative exit strategies, practice expansion, individualized branding and control of how clients are served are just a few. However; many advisors put off independence because it appears time consuming, complex and the fear of discovery.

    Myriad Advisor Solutions provides both the experience and leadership to guide advisors to the more rewarding path of owning their businesses. Our Transition Services assist with each step of establishing the new business allowing advisors to focus on their practice and protect their confidentiality. Myriad helps to make the decision to Independence a simple and rewarding one. Experience the Myriad difference and position your launch and transition to independence for success.



    Myriad’s Virtual Assistant program offers you access to a pool of talented, qualified resources who are ready and excited to work on the projects you don’t have time for or perhaps don’t have skills to complete yourself. Not only does this afford you more time to focus on your core business goals, it also means your projects are completed with quality results.

    Our virtual assistants offer a wide range of skills including, but not limited to:

    • Document Creation
    • Printing Setup and Coordination
    • Website Creation and Maintenance
    • Research
    • Software Tutoring
    • Travel Arrangements
    • Mailings
    • Invitation RSVP

    Additionally, we have a team of assistants able to help with your core business-oriented projects. Some examples include:

    • Technology Bill Auditing
    • Human Resources
    • Transition Services
    • Financing Options

    We’d be excited to give you a hand and help you meet your business goals!

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