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Indivisible Partners

Indivisible Partners

金融服务

Purpose-driven. Advisor-focused. Client-obsessed.

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Indivisible Partners is an independent, privately held, wealth advisory firm dedicated to empowering advisors to help clients achieve their desired financial outcomes through a focus on quality decision-making. The firm provides a client-first model that enables select advisors to deliver high-touch, comprehensive wealth advisory services to high-net-worth individuals, families, and institutional clients. Through its expansive suite of client solutions, innovative platform and access to leading insights and support, Indivisible Partners offers a distinctive choice for entrepreneurial advisors looking to elevate their practice. Indivisible Partners is founded by a team of industry veterans with a proven track record of helping advisors grow and transform their practices. Indivisible Partners is headquartered in Clearwater, FL, and operates as a federally registered investment advisor. All investments involve risk and unless otherwise stated, are not guaranteed. Past performance of investments is no indication of future results. You should consult with a tax professional before implementing any investment strategy. Investment Advisory Services offered through Indivisible Partners, LLC, a federally registered investment advisor. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Third-party posts that appear on this social media site have not been reviewed or approved by Indivisible Partners or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of Indivisible Partners or its advisers. Some third-party posts may be reviews or testimonials.

网站
indivisiblepartners.com
所属行业
金融服务
规模
11-50 人
类型
私人持股

Indivisible Partners员工

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  • The Indivisible Wealth platform is powered by a curated selection of industry-leading planning and investment capabilities. With access to sophisticated tools and flexibility to build tailored solutions to meet the unique and evolving needs of clients, our platform unlocks new possibilities and scales for growth. Find out more at https://lnkd.in/ePjdMbbf

  • At Indivisible Partners, we are focused on delivering a compelling advisory experience that enhances the advisor-client relationship.?That’s why we’ve partnered with Advyzon to power our wealth platform—giving advisors an integrated, customizable platform to collaborate with clients and deliver truly comprehensive advice. With Advyzon’s all-in-one technology, we’re creating a seamless experience that empowers advisors to help clients achieve their desired outcomes through a focus on quality decision-making.?This partnership underscores our shared commitment to innovation, excellence and the long-term success of independent advisors. Learn more at https://lnkd.in/gGcsCq8P

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    Advyzon

    9,220 位关注者

    We're so excited to formally announce that Indivisible Partners has selected Advyzon to power their innovative wealth platform! Engineered for efficiency, the system integrates and consolidates all aspects of an advisor’s practice into a single operating environment, enhancing advisor productivity through interoperable data flows and built-in workflows. With full customization for both advisors and clients, advisors can architect a team experience to elevate their practice while creating a highly curated digital experience for clients. “Advyzon understands that Indivisible Partners is building a place where advisors can show the full extent of their value to the people they serve, without cutting corners in the name of short-term scale," said John Thiel, executive chairman at Indivisible. Read more in the news release, published in Yahoo Finance: https://lnkd.in/gGcsCq8P

  • Our Executive Chairman John Thiel joins Shannon Rosic of WealthManagement.com to discuss how our firm is reshaping wealth management, emphasizing the advisor-client relationship, advanced technology integration, and the evolving role of AI in the industry. By adopting flexible and adaptable technology, Indivisible Partners aims to create an environment where advisors can spend more time with clients and provide personalized financial guidance. https://lnkd.in/gHjMJQrG

  • The Indivisible Partners leadership team brings extensive industry experience in leading top wealth management firms to deliver enhanced client experiences and growth at scale. Our team exemplifies servant leadership with a proven track record of adding measured value to top-tier advisor teams while promoting objective advice that is always in the best interest of our clients. Get to know our leadership team at https://lnkd.in/euegh_cX

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  • We started Indivisible Partners to offer something more compelling because we believe we are on the verge of a new era in our industry – an era truly focused on client outcomes. We believe the advisor-client experience needs to be fully focused on objective advice that is responsive to desired client outcomes. We also believe the approach to problem-solving needs to be holistic and collaborative. That’s why we are challenging the status quo of traditional wealth management for the benefit of advisors and clients alike. Find out more about what makes us different at https://lnkd.in/eAQxtEJJ?

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  • At Indivisible Partners, we provide our select advisors the autonomy, flexibility and support they need to best serve the unique needs of their clients. Our goal is to reduce the administrative burdens on advisors through back-office support, allowing them to spend more time on what truly matters:? engaging with clients. Meet our inaugural team: Woodring I LeRoy Capital Advisors, a New York-based practice with over $640 million in client assets and led by Founder Partners Lee Woodring, CPWA?, CIMA?, CEPA?, CPFATM and Robert LeRoy, CFA?, CEPA?. Find out more about Indivisible Partners and Woodring l LeRoy Capital Advisors at https://lnkd.in/ei93jacw

  • Creating a full financial picture for each client is the first step toward advice that enables quality decision-making consistent with and adaptable to evolving client needs and market conditions. This comprehensive view aims to show clients how today’s resources and short-term cash-flow decisions may impact their future goals and aspirations. Find out more at https://lnkd.in/efaZTP8w

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