We’ve Been There.
We know what it’s like to build inside a system that limits flexibility and long-term ownership. Alongside is different.
We are a community of independent advisors who believe you shouldn’t have to choose between control and capability. Here, independence is strengthened by shared experience, perspective, and scale.
Who We
Partner With
Alongside partners are established advisory firms that:
- Have achieved meaningful scale that allows them to operate independently
- Want shared operational support to best maximize their unique abilities and create the most value for their clients
- Feel a deep responsibility to continually deliver more for clients
- Value learning, collaboration, and shared progress
- Want to participate in shared economic interest
FOUNDING PARTNER FIRMS
Builiding Independence, Together
Alongside was shaped by a founding group of independent firms who share a commitment to excellence, integrity, and long-term stewardship.
Kiel Financial Partners
Inflection Wealth Management
Lighthouse Wealth Partners
Abiding Wealth Partners
These firms represent what’s possible when independence is paired with community, shared ownership, and aligned values.
