Home Page
MarketShare Financial
We are Advisor Focused and Employee Owned.
Learn more about employee ownership and how it makes us different.
Mission & Vision
We are committed to our advisors, our team, and our goals.
MarketShare Financial is an employee owned financial services and insurance marketing organization. We align ourselves with high achieving financial advisors to form one of the most powerful producer groups in the industry. Since opening our doors in 1985, we has made a significant impact on the lives of many successful financial professionals and their clients.
Today, financial advisors must have access to a wide variety of carriers, products, and investments, in order to provide solutions for their customers’ planning needs. They also need professional guidance, training, support and compliance oversight, to enhance their successful practices. MarketShare Financial is the source for independent advisors, looking for a team with their best interests in mind.
Our mission is to provide outstanding service, sound advice and total objectivity regarding financial services, while adhering to the highest ethical standards and increasing the value of our company.
Our vision is to be an elite organization which offers sales solutions, products, services and support to independent advisors who are committed to satisfying the financial objectives of their clients. We maintain a keen awareness of emerging trends in order to anticipate and exceed our clients’ needs and expectations. Our employee owners work diligently to maintain a synergistic, highly motivated and goal oriented environment, which translates to outstanding service and support for our clients and advisors!
Our Culture
When you choose to work with MarketShare Financial, you are selecting a professional employee ownership group that is focused on providing the highest level of service. We are large enough to be efficient and effective, yet small enough to be responsive and have a personal relationship with every advisor.
Our Services
From our brokerage general agency team that includes in-house underwriting, sales development and full case management, to an OSJ supervisory branch that supports a large network of registered representatives - we cover it all! Our holistic approach to the financial planning process insures that you and your client are receiving comprehensive support and guidance.
Our Partners
It is critical that we partner with companies that share our vision and goals. That's why, when you are a part of our team, you can be certain that there is synergy within our organizations. Each carrier, broker dealer, vendor and agency, is carefully selected by our firm through our due diligence process.
Clients
Already a client with MarketShare Financial? Head over to your unique home page to access your customized tools and account links.
Interested in becoming a client?
Advisors
Are you a MarketShare advisor? Log in and start using our resources, tools, thought leadership and sales content! Making your experience easy is just a click away!
Interested in becoming an advisor?
Recent News
Corey Norman Earns Certified Financial Planner™ Certification
Kyndra Packard
About Our Team
Our people make us different. You can count on your MarketShare team to provide support, guidance and expertise as your partner in the financial services business. Find out more about who we are, what drives our passion for our company, and how you can be a part of our unique group!
Check us out!