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“We engaged Casey on a retained search basis, in order to attract qualified Advisors to our 10 person Wealth Management firm. Casey presented us with 5 candidates, and we are in the process of negotiating packages with 2 right now. We could not be happier with ESP’s service."

- CEO, Independent Broker Dealer May 21, 2015

“For several years, I have relied on Casey to be my eyes and ears about what types of options the other wirehouses and regionals were offering. Last year, I was presented with an offer that was simply too good to pass up. Casey was able to secure me a 7 figure sign-on bonus, and my clients are being serviced even better now.”

- 26 Year Wirehouse Advisor May 21, 2015

“Casey approached me several times over the course of 4 years through Linkedin, and I always ignored the messages. Once I received word that our firm was poised for an acquisition, I contacted Casey to determine what my options were. I have since been in discussions with 4 other firms, and am I the final stages of negotiating a deal that I had no idea was even imaginable."

- 13 Year Wirehouse Advisor June 6, 2016

“I started our fee only RIA 9 years ago, and have realized a great deal of success, but as retirement approaches, I have recently turned to ESP Financial Search to engage potential partners as a viable succession plan. We were able to onboard two partners that have 20+ years left in their career that can continue to offer my clients the white glove service that they’re accustomed to."

- Principal, Small RIA May 21, 2015