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Succession Strategies
Choosing a path forward for your practice is a decision rooted in trust that should preserve the values you’ve established and the confidence you’ve built with your clients.
Faithward’s multi-faceted team includes wealth management, legal services, business operations support, and a public foundation—ELEVATING THE PURPOSEFUL PRACTICE by offering an unparalleled advantage for retiring advisors looking to entrust their clients to a team that emphasizes biblically-based advice. Our holistic, stewardship-centered approach to planning ensures your clients receive the same values-driven guidance you provided, with deep expertise in faith-based strategies.
A comprehensive support system grounded in biblically responsible strategies.
We provide a smooth, well-supported transition for your clients through our structured succession planning system for advisors just like you.
Backed by comprehensive training and ongoing support from in-house experts across all affiliates, our broad, integrated support system allows us to continue your legacy with integrity and care, ensuring that each client’s financial and spiritual well-being is protected long into the future.
Integrity and Continuity
Our seamless integration across divisions—estate planning, financial advisory, and tax—ensures that your clients will receive comprehensive, well-coordinated services that align with their values as well as their long-term financial and personal goals.
With our holistic approach, your clients will benefit from a deeper level of understanding and collaboration between teams, resulting in a smoother, more informed experience. By transitioning your practice to Faithward upon your retirement, you can help ensure that your clients are in capable hands—preserving the integrity and continuity of the clients who’ve trusted you for years.