Tenured Advisor

Make Vector Your Business Continuity Partner

As a tenured advisor, designing your own continuity plan can seem like a daunting task. Our experienced team can make this process easier for you and your family. Whether you are only looking for an emergency continuity partner or contemplating your own transition from a successful career to a significant second half, our team can help you make sure that your next steps are the right steps.

Your Path


Succession planning goes the extra mile and ensures there is an experienced incomer for the key leadership roles in a business when a planned transition, rather than an unplanned occurrence, takes place.


A business continuity plan is a proactive measure to ensure that critical services are delivered to clients during a disruption. Disruptions can actually take many forms, including natural disasters, cyber attacks, accidents, and more. However, the most pertinent of disruptions within the financial services industry are ones which directly impact the business owner, since a majority of practices operate as a sole proprietorship.


What benefits strategy best suits your business and will help attract and retain quality employees? We’ll help you find out.

How will you live the life you love?

Tell us more about your goals and let’s collaborate on a plan to help you embrace a successful and impactful second half.

Meet The Partners

Learn more about our firm’s partners and how their experience in the industry can help you in your own business succession.

Let's connect

What Needs Do You Have?(Required)
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Broker Check Logo