Services & Consultants

PFI Advisors

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PFI Advisors
info@pfiadvisors.com

PFI works with RIA owners, breakaways, and operations professionals to establish an infrastructure, culture, and scalable business model that help firms grow top-line revenue and bottom-line profits.

Operations and technology consulting	PFI consults on operational and strategic considerations, such as assessing operations, vendor due diligence, and technology and technology implementation, including Addepar.
RIA setup for breakaways	PFI works with newly established RIAs on infrastructure build-out, custodian transition support, billing setup, automation, and interim Chief Operating Officer (COO) support.
Merger and acquisition buyer support	When considering a buying event, PFI consults with you on pre-merger preparation, buyer messaging and how to attract advisors, and post-merger integration activities.
Chief Operating Officer resources	Whether you’re a tenured COO or just getting started, leverage PFI for business strategy, system tools, integrations, workflows and processes, and staff development and hiring needs.