These advisors are keeping their values front and center.

They’re leveraging tools and support from TD Ameritrade. And now, they’re experiencing the kind of growth that happens when you have time to nurture your relationships. We’re excited to share their stories to show how impactful it can be to work with a custodian who values you as much as you value your clients.

“I look forward to being able to help lots of women change the trajectory of their life, of their families, of their next generation. That will have a trickle-down effect to everything that woman is doing.”

Tina C. Powell
Director of Business Management,
Beacon Wealth Management

“I never had the sense that I was making an impact on people’s lives. I wanted a career that I could be intellectually challenged, but still feel like I was making a difference in people’s lives.”

Tim Kober, CFP®
Cedar Financial Advisors

“I can go to work every day with integrity. We can really inspire our clients to find that purpose for themselves. It’s a wonderful feeling.”

Robin Young,
President & Owner,
Northstar Financial Planning

“It’s about understanding their dreams, their happiness, their joys, their sorrows. It’s filling their buckets. I’ll fill your bucket, you fill my bucket, because when the buckets are filled, we’re all happy.”

George Barnhart
Vice President,

Ready to make your values work harder for you?

We’ll provide you the tools and support you need to do it.
To find out how, get in touch with us today.

Meet advisors like you who are
growing their business, their way

Anjali Jariwala

She grows her firm by targeting clients who share her life experiences.

Rachel Moran

She joined an existing firm to evolve her career and focus on clients.

NextGen Advisors

Hear from advisors who know about how the RIA model is perfect for NextGen talent.

Joining a Firm

Hear from an advisor who joined a firm to help her career flourish.

Operational Efficiency

Hear from an operations pro about how to streamline your firm's operations to provide a seamless customer experience.

Bob Rall

He uses technology and non-traditional marketing to help his firm succeed.

Evelyn Zohlen

She works with TD Ameritrade to focus on making a difference in women's lives.

Eileen O'Connor

She grows her firm by fostering a happy work environment for her team.

The Fong Brothers

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

Doug Liptak

Keeping things simple helped him grow his firm to hold over $2.4B AUM.

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.

Outsource your

way to real growth

Depending on the size of your firm, you and your team may find yourselves wasting a lot of time juggling. To optimize your staff to the fullest, read our white paper to learn how delegating a few daily tasks can help your business grow.

Additional resources
to help you on your journey

Quick Guide

A Student’s Guide to a Career in Financial Planning

Which advising model is right for you? Use this guide to find out—and learn more about the industry.


Finding the Right Fit: A Quick Guide to Joining the Right RIA Firm

Ready to join an RIA firm but not sure where to begin? This checklist can help.


Become Robo-Efficient in 3 Easy Steps

Offer clients the automated convenience robo-advisors can provide—plus the human touch they can’t.


Advocating for You: The Cornerstone of What We Do

We support RIAs in their firms, on Capitol Hill and beyond. Find out how we practice industry advocacy.

Need more resources to guide you?