Transition Your Practice. Scale Your Impact. 

You've built relationships, trust, and a practice. Now imagine what’s possible with a firm designed specifically to support experienced financial professionals, by experienced financial professionals. 

The Pacific Advisors Partners - Tom Freeman, Matt Shipman, Jeff Clemons, Misty Weltzien, Kelly Kidwell, Eric McDermott, Brandon Au

Advisors Ready To Build Their Legacy.  

At Pacific Advisors, we partner with established financial professionals who bring their own book of business, client relationships, and ambition. Whether you're seeking a better platform, stronger infrastructure, or a long-term succession plan, we’ll support your transition so you can continue serving clients with confidence.  

Key Highlights: 
Bring your book of business and retain your relationships  
Access a full suite of advanced planning resources 
Join a collaborative, advisor-led culture 
Design your future with autonomy and support 

Transition & Client Retention 
Your clients are your legacy. We make sure your transition as smooth and efficient as possible from onboarding to communication strategy.  
Compensation & Economics 
Keep more of what you earn with competitive payout structures, and potential profit-sharing and equity opportunities. We work with you to design an economic model aligned with your goals. 
Platform & Scale 
From back-office and compliance to marketing and business development, we provide infrastructure that lets you focus on what you do best — advising your clients and growing your practice. 
Autonomy & Partnership 
Operate your business your way. Maintain your individual brand identity, client approach, and strategic direction - all with the backing of a top-tier firm and supportive leadership.  

Q: Can I bring my clients with me? 
A: Yes. We’ll help you retain your client relationships through a personalized transition plan. 

Q: How long does the onboarding process take? 
A: Our transition team will be with you every step of the way. Most advisors begin writing business within 3–4 weeks, and within 2–3 months, most books have fully transferred.

*Timelines may vary based on individual circumstances.  
Q: Do I maintain autonomy in my practice? 
A: Yes. You own your relationships and choose your growth path — we provide the resources and platform to help you scale. 

Q: What types of advisors typically join Pacific Advisors? 
A: We specialize in helping Wealth Management Advisors, Risk-Focused Advisors, and Holistic Advisors seeking partnership, autonomy, and a growth-minded community.  

Ready To Take Your Practice Further?

"I’ve been affiliated with Pacific Advisors since 2011 and started in the industry in 2009. The vast majority of my professional growth, success, and long-term fulfillment has happened since joining PA. 

My relationship with leadership is excellent. They are friends, mentors, and partners. They show up when I need them, recognize hard work, and we celebrate wins together. That combination of autonomy, support, and long-term opportunity is rare.

In short, Pacific Advisors will not hand you success. But if you are willing to earn it, this firm provides an exceptional platform to build a meaningful, rewarding, and sustainable career."

- Pat Hauge