Thrivent Advisor Community, the impartial platform for purpose-driven advisors with shared values, has welcomed Perspective Monetary Providers as its 25th affiliate. Established in 2019, Thrivent Advisor Community combines the sources and suppleness of a hybrid RIA enterprise mannequin with the advantages of a collaborative neighborhood of advisors and enterprise house owners who’re pushed by their beliefs and values.
Perspective Monetary Providers was based in 2003 by Mike McCann, CFP®, AIF®. The Phoenix-based agency has targeted on constructing long-term shopper relationships by means of two-way communication and time-tested funding methods. It presently has $230 million in shopper belongings beneath administration.
“At Thrivent Advisor Community, we’re targeted on serving to impartial wealth advisors run worthwhile and purposeful companies, and we offer providers that assist advisors streamline their processes, deal with their purchasers and obtain significant development,” mentioned Carolyn Armitage, President of Thrivent Advisor Community. “We wholeheartedly welcome Mike McCann and the complete Perspective Monetary Providers staff to the Thrivent Advisor Community. Over the previous 20 years, Mike and his staff have differentiated themselves by focusing not solely on attaining their purchasers’ monetary targets, but in addition on enhancing purchasers’ lives and having a optimistic affect on their communities.”
McCann based Perspective twenty years in the past as a sole proprietorship, with the purpose of serving to his purchasers navigate the uncertainty of the markets and the financial system. The agency grew quickly and steadily, and at this time its staff of eight is fully client-facing and client-focused.
“We carried out a deliberate and intensive seek for a strategic alliance that might help our rising operations and expertise wants,” mentioned McCann. “Extra importantly, we additionally wanted a associate agency that may align with our values and treasure the shopper expertise in the identical means we do. Thrivent Advisor Community’s distinctive construction gives that for us. We’re enthusiastic about our continued development, with Thrivent’s broad operational help and the energy, flexibility and autonomy Thrivent provides.”
Perspective Monetary Providers is the newest agency to have joined Thrivent Advisor Community. Thrivent Advisor Community prides itself on constructing a neighborhood of like-hearted advisors who all serve their purchasers, staff, and communities with compassion.
About Thrivent Advisor Community
Thrivent Advisor Community is a registered funding advisor (RIA) and a wholly-owned subsidiary of Thrivent–a diversified monetary providers group with 120 years of service. Launched in 2019, at this time Thrivent Advisor Community contains 25 advisor companies managing over $5 billion in belongings beneath administration.* Their neighborhood of independent-minded advisors is captivated with serving to purchasers obtain monetary readability and worth collaboration with different advisors who share a dedication to a larger function. Thrivent Advisor Community gives a set of complete options designed to assist advisors lead profitable companies with a purpose of enhancing folks’s lives and having a optimistic affect on their communities. For extra data and necessary disclosures, go to thriventadvisornetwork.com or discover them on LinkedIn.
*Thrivent Advisor Community filed its annual Kind ADV in March 2023, previous to Perspective Monetary Providers becoming a member of the platform.
Extra details about Perspective’s staff, monetary planning providers, and funding methods will be discovered at www.MoneyAZ.com.
Funding advisory providers supplied by means of Thrivent Advisor Community, LLC., a registered funding adviser. Purchasers will individually interact an unaffiliated broker-dealer or custodian to safeguard their funding advisory belongings. Evaluate the Thrivent Advisor Community Shopper Relationship Abstract, Monetary Planning and Consulting Providers, Funding Administration Providers (Non-Wrap) and Wrap-Charge Program brochures for a full description of providers, charges and bills, obtainable at Thriventadvisornetwork.com. Thrivent Advisor Community, LLC’s Advisory Individuals may additionally be registered representatives of a broker-dealer to supply securities merchandise. Go to Funding Adviser Public Disclosures or FINRA’s Dealer Verify for extra details about our Advisory Individuals.
For Thrivent Advisor Community
Jenna Reck, Vice President of Enterprise Communications
Firm Web site