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Results Rooted in Relationships NATIONS FINANCIAL GROUP

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!”

WHY NATIONS

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.

Our Approach

Run Run Advisors who contemplate leaving their current firms justifiably worry they will not have the resources necessary to serve their clients. At Nations, there is no reason to be concerned. We have a robust Wealth Management Platform supported by an experienced team to help you run your business as efficiently and effectively as possible. Growth Grow Growth means different things to different people. At Nations we will help you develop your unique growth plan that fits your vision. Protect Protect You have spent years developing a reputation for integrity and service. Your good name is your business and brand. At Nations our focus is in protecting your clients and your business. With today’s fast-moving market and regulatory changes – let Nations guide you so your time is spent serving your client’s needs. Transition Transition At Nations, transition means more than just changing firms. It’s also the ongoing continuity of your business and the ultimate succession of your life’s work. Just as you develop unique financial road maps for your clients, Nations will work with you to develop your short- and long-term plans.

RUN

You will have access to premier tools and a team to assist you when you are ready to start fresh. 

GROW

We serve as a sounding board for your new growth plans, while assisting you in developing your client base. 

PROTECT

We focus on protecting your business and your clients by helping you minimize your exposure to risk. 

TRANSITION

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

"At Nations, one of our founding principles is what we call TrueWealth – creating a sense of well being and prosperity for Advisors, their Clients and their Families. We are redefining the value of independence – one Advisor at a time."