The Advisor for Advisors
At Nations Financial Group, our priority is our advisors. Since 1998, Nations has focused on providing the guidance, resources, education and tools designed for them to deliver wealth management services to their clients.
We hear advisors from other firms say that they: don’t have a good relationship with their current firm; feel like the current broker dealer is stealing all of their energy; don’t feel heard, appreciated, or even seen; and are growth-minded but their firm is always getting in their way. But we say, “It shouldn’t be that way!”
TrueWealth — Fostering Growth and Independence
The word wealth has its origins in the Old English term, “weal,” which means obtaining a sense of well-being or prosperity.
One of the founding principles of Nations is what we call “TrueWealth.” TrueWealth is a philosophy that embodies our primary mission, which is to help create a sense of well-being and prosperity for advisors, their clients and their family.
In today’s world, Wealth Management is what your clients expect from you. What Nations offers you are the tools and resources to help you focus on your clients and ensuring that you provide them TrueWealth.
You will have access to premier tools and a team to assist you when you are ready to start fresh.
We serve as a sounding board for your new growth plans, while assisting you in developing your client base.
We focus on protecting your business and your clients by helping you minimize your exposure to risk.
The Transition is critical to get right when you make a change. We will be with you every step of the way.
FROM OUR PRESIDENT AND CEO