If you're an advisor looking for a strategic place to build your business and serve your clients at the highest level, let's talk. Join a team where collaboration, independence, and client-first service aren't just values – they're how we operate every day.

Why align with Loft?

The value of partnership

At Loft, we believe the best advisors thrive when they're part of something bigger than themselves. When you align your practice with our team, you gain access to resources, expertise, and support that can accelerate your growth while enhancing the service you provide to your clients.

We're not just looking for advisors – we're building a community of professionals who share our commitment to independent advice, comprehensive planning, and exceptional client service.

What we offer

Access to tenured partners

Work alongside experienced advisors who can help you grow your practice and navigate complex client situations. Our collaborative culture means you'll have access to decades of combined experience and diverse perspectives that can enhance your advisory capabilities.

Robust compliance infrastructure

Focus on serving your clients while we handle the regulatory complexities. Our comprehensive compliance infrastructure ensures you can operate with confidence, knowing that all regulatory requirements are managed professionally and efficiently.

Industry-leading planning software

Leverage advanced AI-powered planning technology that creates detailed financial projections with real data. Our sophisticated planning tools help you provide clients with clear, comprehensive strategies that demonstrate real value and build lasting relationships.

Team-based support

You don't have to build your practice alone. Our team-based approach means you have access to specialists in group benefits, estate planning, tax strategies, and investment management who can support your client relationships and help you provide comprehensive solutions.

Independence and flexibility

Maintain your independence while gaining the benefits of being part of a larger organization. As a truly independent firm, we're not tied to specific product providers, giving you the flexibility to recommend the best solutions for your clients.

Our culture

  • Collaborative Excellence: We believe the best results come from working together. Our advisors regularly collaborate on complex cases, share insights, and support each other's success.
  • Client-First Philosophy: Everything we do is designed around providing exceptional client service. From our no-voicemail policy to our comprehensive planning approach, we're committed to exceeding client expectations.
  • Continuous Learning: We invest in our team's ongoing education and development, ensuring everyone has access to the latest industry knowledge, planning strategies, and professional development opportunities.
  • Professional Growth: Whether you're an experienced advisor looking to take your practice to the next level or a newer professional seeking mentorship and support, we provide the resources and guidance you need to succeed.
  • Work-Life Integration: We understand that sustainable success requires balance. Our culture supports advisors in building a thriving practice while maintaining personal well-being and family priorities.

Do you have lofty goals for your business?

If you're an advisor who's ready to take your practice to the next level and align with a team that shares your commitment to excellence, we'd love to start a conversation.

Our partnership discussions are confidential and designed to explore whether there's a mutual fit between your goals and our team culture. We'll discuss your current practice, your growth objectives, and how aligning with Loft could benefit both you and your clients

Contact us