Stoney Creek Advisors, LLC, is a Michigan-chartered, fee-based Registered Investment Advisory firm with no broker-dealer affiliation. We believe in protecting our clients' money from devastating market corrections, planning for the future, and helping clients achieve their financial goals by reducing risk.
Investment Adviser Representatives Welcome
We are the ideal fit for wire-house or bank representatives tired of over-compliance, low payouts, and the inability to manage their clients the way they want.
If you're looking for:
- Ownership of your own book of business
- High payouts
- Access to professional third-party money management and research
- State-of-the-art account aggregation and planning software
- Contact management software
- Office space and administrative assistant
- Potential partnership opportunities
We are committed to helping you achieve your clients' financial objectives.
CPA / Solicitor Partnerships
Our CPA and Solicitor Partners (i.e. – attorneys, property and casualty insurance professionals, etc.) believe in offering wealth management services to their clients outside of the realm of their daily business. By teaming up with us, our partners can provide their clients with access to wealth management under their supervision.
If you're looking to:
- Integrate your clients' wealth management with tax management and/or insurance
- Use an established wealth management infrastructure for your client base
- Utilize an existing, comprehensive back office
- Participate in our revenue-sharing program (for licensed partners)
We want to help you extend your influential reach with your clients without sacrificing your focus on your own professional responsibilities and expertise.