Our Process

We provide guidance and a consultative approach during your decision making process. We work as a resource to you to by leveraging existing relationships with firms across the nation. As part of this process we want you to be presented with the best options so that you can make an educated decision.

As an advisor, there is never any cost to you. We are paid a fee from the firm you choose to transition to. Your compensation is never effected by using ESPFS, we are simply here to help you find the best opportunity.

If you’re ready to make a change, or simply curious about what your options are, please contact a Financial Search Consultant today. Our guidance & expertise is extremely confidential and at no cost to the Advisor.