Prospective Advisors

At South Star Wealth Management, we aren't just looking for practitioners; we’re looking for partners who believe that the client’s success is the only true measure of our own. We understand that for an experienced advisor, your practice is more than a business—it’s a collection of relationships built on years of trust and hard work.

Whether you are looking for a more supportive environment to grow your current practice or are seeking a dignified succession plan for the legacy you've built, we welcome the opportunity to connect.

We are always open to confidential conversations regarding the following paths:

• Practice Transition: If you feel your current firm no longer aligns with your values or your clients' needs, we invite you to explore how our independent model can revitalize your practice. We offer a smooth onboarding process that allows you to focus on your clients while we handle the operational heavy lifting.
• Succession & Book Acquisition: You’ve spent decades building your business; you deserve a partner who will protect that legacy. If you are considering an exit strategy or selling your book of business, we provide a transparent, fair, and respectful valuation process. Most importantly, we ensure your clients continue to receive personalized, high-touch guidance.