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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

FP Transitions

Profile

FP Transitions is the wealth management industry’s only end-to-end consulting firm dedicated to the growth and sustainability of independent financial advisory businesses.  Leveraging benchmarking data from 17,000+ certified business valuations and backed by a team of more than 60 professionals, including lawyers, analysts and consultants, FP Transitions delivers intelligent insights that enable multi-generational growth. Since 1999, advisors have turned to FP Transitions for guidance in identifying, building, and realizing their firm’s value.