SOLO Advisors: Amazing Opportunity w/One of Our Favorite Clients!

At Simplicity Ops, we partner with advisory firms that put clients, culture, and advisors first.

We’re proud to support Fidato Wealth as they open confidential conversations with select solo advisors and small teams looking to grow, without private equity pressure or loss of autonomy.

This is a values-aligned opportunity for advisors seeking:

More capacity
Stronger infrastructure
Sustainable, long-term growth

If you’re serving clients in Cleveland, Ohio, Boca Raton (SE Florida) FL, Austin, TX, Houston, TX, or Dallas, TX, and want to quietly explore options, without committing to a formal process, please get in touch with Tony D’Amico, Founder & CEO of Fidato Wealth, at 216-701-2400 (cell) or at tony@fidatowealth.com.

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