Orbis Wealth provides our advisors with an unprecedented level of independence and ownership. We empower you to customize the financial planning and investment solutions to meet clients where they are, as only you know this best. This enables you to enhance the customer experience of your existing and new clients.
Additionally, you will work alongside other forward-thinking leaders in the industry to establish a clear growth strategy for both the firm and your personal success. We collaborate as a team to determine the direction and strategic future of the firm, together. Likewise, as each advisor determines their own future, you receive the benefit of a partnership environment that makes succession planning more streamlined and simpler since it will be developed within the firm itself.
There is no need to find a stranger to transition your business at retirement, death or liquidity events since the firm is unified for this cause.
All of this combined then with a fee-only fiduciary structure allows you to serve your clients free of conflict and stay ahead of regulatory and industry trends, while simultaneously also focusing on growing your practice.