Elite Consulting Partners is a transition consultant, practice management, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.  Our industry-leading staff offer unparalleled service, unbiased advice, and expert guidance to our advisor and corporate clients.  We ensure our clients'​ objectives and goals are realized during their due-diligence and transition process.  
 
We work with many of our clients in areas concerning transitioning to a new broker-dealer, investment advisory firm, custodial platform changes, maximizing revenue, increasing headcount, and monetizing the equity within
a practice or business through negotiated mergers or simple advisor recruiting deals and packages. 
 
We serve as the bridge connecting advisors and businesses to actionable ideas. In the course of consulting with our clients, we communicate competitive intelligence covering the wire-house, regional, independent broker-dealer, RIA, and hybrid landscape(s).  We also partner with firms that have deeper expertise within independent advisory M&A, practice management, succession planning, and business valuation disciplines to bring a higher level of service to our clients.

Consulting

Elite Consulting Partners

Frank Larosa

Kristine E. Dickinson

Thomas Powers

Mike Carroll

Stacey Frank

Jc Young

Tina Beck

Sean Rogers

Jim Primiani

Ben Hassett

The Human Resources team at Elite Consulting Partners manages employee relations, payroll processing, and recruitment to ensure a productive and compliant workplace. This team provides strategic support to streamline corporate services and executive functions, aiding in the overall efficiency and effectiveness of the firm’s operations.

Human Resources

Transition Consulting Team

Marketing Team

Leadership Team

Human Resources

About

Team members

Other teams at Elite Consulting Partners

Transition Consulting Team

Marketing Team

Leadership Team