At Tower 68 Financial Advisors, we believe being a financial professional isn’t a job. It’s a calling. It’s about helping clients pursue their dreams and full potential. But we also understand that being a financial professional can be challenging as well.
We believe that when advisors have the freedom, tools, and support to do what's best for their clients, everyone wins.
As former wire house advisors based in Orange County, California with over 120 years of collective financial services industry experience, we understand the importance of staying on top of the ever-evolving financial landscape.
From Marketing, Administration, and Compliance to Operations, Technology, Business Strategy, and more, our independent advisors have access to a dedicated team of knowledgeable professionals, both in-house and through our partnership with LPL Financial, who are always ready to help.
You've worked hard to build your client base, it's time to own it. Build immediate equity in yourself, your business, and your practice from day one. Our advisor support structure gives you access to a wide range of resources to grow your business how you choose.
Our culture is shaped and formulated by our peers. As an independent investment services firm, this creates a mutually beneficial experience and one deep-rooted in the shared success of each member of the team.
As more and more investors try to align their investments with the values and social ideals that shape their worldview, Tower 68 Financial Advisors is here to help them execute on their goals through proven investment strategies.
Whether you're still in growth mode or looking to slowly wind down and retire; the diversity of our advisors creates a dynamic environment for internal succession planning. Looking to acquire a practice? Looking to sell and monetize the hard work you've invested in your practice? We help simplify the process through competitive and transparent acquisition partners and a streamlined, friction-free process.
We provide compliance-approved social media posts, professionally-written content, and will send your clients email communication relating to information pertinent to your needs to help you grow your business and strengthen client relationships.
Your ideas are important and deserve to be heard.
Please send us your contact information in the form below and we will be in touch with you shortly. Alternatively, you can schedule a time to discuss opportunities at Tower 68 by calling us at (949) 945-6970.