Founded in 2017, Fusion Financial Partners is a specialized consulting firm dedicated to serving independent financial advisors and wealth management firms. The company's mission is to empower advisors to achieve their business goals, whether through transitioning to independence, strategic growth, or succession planning. Fusion provides a suite of services including M&A advisory (investment banking), business strategy consulting, and outsourced Chief Operating Officer (COO) services to help advisory firms optimize their operations and enhance their enterprise value.

Founded in

United States