Broker Check

Our Mission

How We Work

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!

MarketShare Advantage

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.

How can we help your practice?

  • Sales consultation, analysis and solutions
  • Training & technical support
  • Licensing, contracting, appointments, & registration
  • Compliance, supervision, suitability & consulting
  • Operations processing, tracking, and monitoring
  • Production and book of business review
  • Succession & Acquisition Programs

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Have a Question?

Thank you!