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

Join James Cantwell, Andy Burgess, and Vineet Mohan later this month as they discuss growth & scaling, the bottlenecks, and how RIA's can leverage the right strategy, systems and people to break through. 👉 December 10th | 9 AM PT | 12 PM ET 👉 Click HERE to Register.

Join James Cantwell and Vineet Mohan later this month as they discuss using AI to make advisors' lives easier while staying compliant. 👉 August 28th | 10 AM PT | 1 PM ET 👉 Click HERE to Register. This event has been posted in our community calendar. Click here to check it out.