Catalyst for Advisors operates as a partner to independent financial professionals, offering a comprehensive suite of services designed to enhance their practice. The firm's mission is to empower advisors by providing support in key areas such as practice management, business development, marketing, succession planning, investment solutions, and advanced insurance planning. By functioning as a collaborative community and resource hub, Catalyst aims to help advisors scale their operations, better serve their clients, and achieve long-term success without sacrificing their independence.

Founded in

United States