JOIN US!
Preserve What You’ve Built. Partner for Impact. Graduate Forward.
At Alpina Financial Consultants, we don’t believe that advisors retire — we believe they evolve.
If you’ve built a career grounded in trust, performance, and personal client relationships, your next chapter isn’t about stepping away, it´s about scale, strengthen, and secure their future.
We help experienced advisors graduate forward, not “exit,” with a personalized path that blends leadership, mentorship, continuity, and long-term value.
Joining us doesn’t mean losing that — it means enhancing it.
Why Join Alpina Financial Consultants
Keep Your Independence. Expand Your Impact.
If you´re ready to guide emerging talent, mentor the next generation and reduce your load, Alpina Financial Consultants gives you the structure, support, and flexibility to evolve on your terms.
Focus more on clients and strategy — we’ll handle the rest
- Step into leadership as a Chief Relationship Officer, Mentor Advisor, or Strategic Partner.
- Protect client relationships with a seamless, trust-based transition.
- Leverage a powerful platform. Tap into best-in-class infrastructure – advanced technology, compliance infrastructure, and marketing resources that multiply your reach.
- Unlock and protect your equity value with tax-smart compensation structures.
- Focus on client relationships while we handle the administration.
You’ve earned the right to design how your next chapter looks — we simply help you build it.
What Makes Alpina Financial Consultants Different
We Don’t Absorb. We Amplify.
Alpina Financial Consultants isn’t a roll-up. We’re a platform for your next phase.
We respect your brand, your relationships, your vision and your voice — while giving you the structure, capital, and team to lead confidently into the future.
- Your brand stays. Your relationships stay. Your voice stays.
- Keep your leadership seat at the table — while staying true to the values that got you here.
Your Evolution Path
Built Around Your Goals. Powered By Our Infrastructure.
- Explore: Let’s talk. Confidential conversation to understand your goals and firm vision.
- Evaluate: Transparent valuation, fit review, and deal structure options
- Design: Create a customized partnership. Full merge, equity, or advisory track.
- Transition: Seamless integration with full support from our in-house team.
- Elevate: Step into leadership, mentorship, or strategic growth with Alpina Financial Consultants at your side
Your career doesn’t end here — it expands.
Who We Partner With
We align with growth-minded advisors who:
- Lead with trust and prioritize lasting client relationships.
- Seek to scale or exit their business—without sacrificing their identity.
- Are building enduring legacies, not just short-term wins.
This Isn’t an Exit. It's a Launchpad.
You’ve spent your life serving clients with integrity.
Now it’s time to protect that legacy while creating new opportunities — for your clients, your successors, and yourself.
Whether you're early in exploring options or ready for your next move, Alpina Financial Consultants offers a confidential, collaborative, advisor-first path forward.
Success Stories
“George Goldman worked with our team until his passing in 2014 at the age of 96. Although he had officially retired at 74, he never wanted to slow down. He continued bringing in new business and caring for his existing clients, all while keeping full flexibility over his schedule. Many of his original clients have since passed on, but we remain proud to serve their children and even their grandchildren today.”
“Joe Fink is a retired soccer player who once played for the New York Cosmos—at the same time as Pelé. He joined our team ten years ago, gradually transitioned his book over three years, and then retired. Joe still draws a pension from our firm, as he continues to bring in new business and stay connected with his clients. Thanks to his dedication, they’ve all stayed with us, citing excellent customer service.”
Vivienne Schleu / Managing Partner
Let’s Talk
Schedule a confidential call Here
