Why Independence?

Work should be rewarding. Successful financial advisors work hard to maintain and grow wealth for their clients. Large wirehouse firms can drain both the enjoyment and the rewards of that success. At Yellowstone Partners, we believe that advisors should have the freedom to own their own business, control their own future, and still enjoy the benefits of a strong network of dedicated associates and team members. In other words, having the best of both worlds.

For clients, our growing network of Independent Advisors means professional investment advice that focuses on the indivudual needs and desires of the client rather than pushing impersonal corporate products and strategies.

At Yellowstone Partners both advisors and their clients will find a team of people who care about your success. We are dedicated to creating a workable business model that will enable advisors to provide financial services across different brokerage platforms, share our knowledge of best practices and compliance procedures, and gain access to our experts in equity and bond money management. We have an in-house director of trading to execute trades as needed on a daily basis as well as a compliance officer to help advisors navigate a changing regulatory environment. We are also developing an interactive library of multimedia resources that will bring market research, understandable data, and animated presentations to your fingertips. Now is the time to think about independence from large wirehouse firms and begin enjoying the freedom and flexibility of working with true partners --- Yellowstone Partners.