About Us

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FinServ Consulting Group is the dba of Atlanta based FinServ Consulting & Recruiting, LLC. We provide Recruiting, Training and Business Consulting Services for Retail Financial Advisors, Registered Investment Advisors, Independent Broker-Dealers, investment manufacturers and IARs across the country.

We are a unique team of financial services professionals with diverse backgrounds across many sectors of our industry that understands the subtleties of the business. The collaborative nature of our team is a viable solution for many aspects of individual, partners/groups and corporate business needs. Our Recruiting experience, consulting resources, public speaking & sales training, technology expertise and retail business knowledge of the independent broker dealer marketplace make our services a valuable resource to turn to. Our partners collectively have extraordinary knowledge, integrity, understanding and expertise on demand through their many years of tier one industry experience. Our partners are chosen based on their expertise in a given area, ability to fully understand you and your business needs from an intellectual and user perspective, which makes our customized services a valuable business resource. Simply put, our focus is YOU!

Through the benefit of today’s technology, our virtual office capabilities make our operation nimble to many of your needs. We don’t spend money on offices across the country. Instead, our services are built around our talent pool, which includes recruiting, retail financial services, sales management, sales and public speaking training, marketing, branding and technology resources!

FinServ Consulting Groups’ partners have many contacts across various industry sectors which allow us to work from a referral basis. Through this “trusted” networking model, we can deliver the best solutions to meet the needs of each individual, group or organization. Our personal and professional ethics and reputations are carefully considered, which we all realize is our most valuable asset. This niche strategy, coupled with our retail and corporate experience in the Broker Dealer and Investment Advisory space assures our clients of the best possible advice and guidance. Our firm also works with the most successful financial advisors and advisory services professionals in the industry today. We take the time to personally get to know our prospects and their business before they become clients. This personal touch is a huge differentiator from our competition and an important component of our value statement. Understanding each of our client’s goals, objectives, and business models is vital to helping them. Our professional partners leave their egos at the door through developing unparalleled expertise in sourcing, structuring, and negotiating the right opportunity for our clients.

We are constantly evolving and growing in our intellectual knowledge and resources but our fundamental principles will never change. We do what we say we are going to do, our integrity is unyielding, our mindset is to deliver value and our focus is our client’s best interests! This all adds up to a winning formula.

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