Our Core Values

Exercise sound judgment.

We examine root causes, consider relevant facts, think strategically, and articulate a solution. We exhibit a bias towards action.

Make a substantial impact.

We consistently accomplish amazing amounts of important work.  We do more with less.

Drive continuous improvement.

We remain intellectually curious, are always on a hunt for a better way, and embrace innovation. We strive to simplify the complex.

Bring intense passion.

We are tenacious in our pursuit of excellence, inspire others by our actions, maintain a fiercely positive outlook, and celebrate our victories. We do whatever it takes.

Set out to win every day.

We nurture strong relationships with our colleagues, clients and partners by doing what we commit to and leverage the strength of our entire team. We succeed together.

Our Mission

To deliver objective advice and innovative and elegant solutions, addressing the complex business challenges faced by independent investment advisers, all within an extraordinary service platform to turn clients and industry partners into evangelists.


Day in and day out, our clients are our motivation and inspiration. That’s why we refuse to ever cut corners when it comes to the quality of our programs. Just knowing the vital role we play in their growth and development helps us to wake up in the morning, and more importantly, helps our clients to sleep well at night. It shouldn’t come as any surprise, therefore, that the most valuable rewards we receive are the constant flow of testimonials from satisfied and grateful clients and partners.

“We have been totally impressed with each of the people we have worked with. They have all been very professional. In retrospect, your advice was very good and has paid dividends in the early stages of our firm. We already treasure the relationship we have developed with you and your firm and look forward to a long and successful relationship.”


While not as inspiring as testimonials from our clients, there are some disinterested third parties that have something to say about what we’re doing here too.

Recognized for Outstanding Achievement at the WealthManagement.com Industry Awards which honors companies and organizations that support financial advisor success.

For six straight years, MarketCounsel was named as one of the fastest growing private companies in the U.S. by Inc. Magazine.

MarketCounsel was named as one of the fastest growing private companies in the U.S. by Inc. Magazine.

Constant Improvement

Since our inception, we have never stopped innovating and remain steadfast in our focus.  Our time-tested processes are ironclad until we find a better way. We address every conceivable client question or concern before our clients have even conceived them by anticipating the challenges faced by clients with answers to questions they didn’t even know they had. Been there, done that.

Our ability to react swiftly, with poise, to effectively handle any challenge during all phases of the entrepreneurial journey is an ever-present source of comfort to our clients.  We got this.

We’re an oasis of calm and professionalism, a single source of unbiased and objective advice for those crossing the bridge to independence to the newly minted to the seasoned veteran RIAs.

The concepts of continuous improvement and resource management are hard-wired into everything we do.