Moisson Partners, Inc is not just a consulting firm. We are not just an executive search firm. We are something unique in the investment and wealth management industry. Our mission is to provide firm owners, advisors, and their key employees a partner to help them build revenue, profit, and value in their firms. The mission extends to those firms that support them, broker dealers and RIAs, along with the Institutional markets.
Through Consulting, we provide guidance to create, implement, and manage systems and strategies to grow firms
from a PRACTICE
to a BUSINESS and
ultimately, to a valuable ENTERPRISE.
a pATH TO SUCCESS...
We provide a growth path for younger advisors, and a succession and/or retirement path for equity holders and owners.
In order to implement our plans, and those of our client-partners, we employ our executive search services to surface, vet, and on-board key players, producing advisors, books and practices, and leaders, to take firms into the next generation.
Some clients work with us on a full-cycle basis - others as needed - but either way, our 360° approach gives us perspective and capability that is not found elsewhere in the industry.