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My growth

in numbers

2.4B+ in Total AUM
20 years as an RIA | 5 years with TD Ameritrade

My best advice

with Doug Liptak

When my partners and I first started our firm, we created a complex, “more is better” business plan. As time went on, we realized that simple is better and removed extraneous activities and processes to form a more simplistic business plan that would scale to meet our growing needs. Today, we focus on the big picture and work to motivate our team to achieve larger and more meaningful goals.

 

TD Ameritrade understands our desire to keep things simple. They help us come up with smart, straightforward solutions focused on keeping our clients’ needs first. We’ve hired team members with entrepreneurial spirits who are passionate about our clients’ futures—and we empower them to succeed. We focus on removing obstacles that would otherwise hinder our advisors’ success and can therefore make it easier for our team to build a bigger future for our clients—and themselves.

Inspired by my story?

Learn more about meeting your goals by contacting TD Ameritrade today!

Or call 800-934-6124

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The Fong Brothers

They turned their family values into a strong foundation for a growing and successful firm.

Ready for more

advisor insights and advice?

You’re Talented.

Let’s Prove It!

When it comes to being an RIA, you deserve to be in the limelight. So, get in touch with your musical side by taking our Unleash Your Inner Superstar quiz.

Telling your

firm’s story

A solid value proposition is the foundation for the decisions you make, the services you provide, and the way people see you. This guidebook can help you create one that resonates.

Additional resources
to help you on your journey

Guide

Building Authentic Connections Through Social Media

Unsure where to start when it comes to building a social presence for your firm? This guide offers a comprehensive look at how to begin.

Slideshow

Adding Tech Solutions to Help Win with Clients

Are you making the most of available technology to connect with both current and potential clients? Read more about how to seamlessly integrate smart tech solutions into your practice.

Infographic

Growth Insights from RIAs like You

What’s the best way to grow your RIA firm? Learn from other Advisors who’ve done it successfully in this infographic.

Infographic

Securing Your Firm's Future

It’s never too early to think about a succession plan for your RIA firm. Learn how to get started in this guide.

Need more resources to guide you?