Connecting you to successful professionals

Firms we are working with to offer our clients, the Advisor,  guidance, and representation include:

• Wirehouses
• National regional firms
• Regions firms * boutique’s
• Independent broker-dealers
• RIA’s (hybrid independents)
• Banking channels

MKA conducts comprehensive communications with all our wealth management candidates prior to any introduction. We ensure we not only know the business profile of each but equally important what they want or need that they are not receiving at their current firm. We understand the responsibilities and time constraints for all involved and with our experience and due diligence process our goal is to maximize the productivity of an important and limited asset, your time. When working with MKA, you will only be speaking to firms that are a match for your organization.

From introduction through the close and beyond, we remain involved, providing important feedback to all parties to set the stage for a smooth and transparent transition.