FORUM FINANCIAL MANAGEMENT, LP

At Wealth Advisor Alliance (WAA), we have seen what happens when financial advisors have the support and resources they need to succeed. They grow, thrive and transcend to new levels of professional success by helping clients reach financial goals and milestones with confidence. 

To achieve these results, you need the right blend of tools, processes and real-world expertise. At WAA, we are proud to provide the community and solutions — developed by advisors, for advisors — that independent firms need to grow with purpose and run their business the way they want. 

Founded by Forum Financial Management, LP, WAA offers back-office staff, technology and peer-driven knowledge to help solve the technology and scalability burdens that all firms face, focusing on areas such as:

Reporting and Trading: Outsource trading and operations so you have more time to focus on serving your clients and building your team. 

Tools and Technology: Realize efficiencies with innovative technology solutions that enable a more streamlined client experience.

Compliance, Billing, and Back-Office Support: Delegate operations, marketing, and compliance to a team of qualified professionals with broad experience in client service and support.

Networking: Connect with a community of peers who offer specialized planning knowledge that strengthens your own expertise.

From startup advisors, all the way to established firms preparing for succession, our ultimate mission is to give financial advisors freedom to focus on their clients.

To learn more about our work or find out how we can help you, visit our website.