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Indivisible Partners, a Clearwater, Florida-based advisor-owned growth partnership, has launched Achieve Wealth Partners, an independent wealth firm with locations in Rochester, New York and Dartmouth, Massachusetts.
The move marks the third firm Indivisible has added to its platform within a single quarter.
What an Advisor-Owned Growth Partnership Is An advisor-owned growth partnership is a business structure worth understanding because it reshapes who profits when a wealth management firm grows.
Under a conventional acquisition, a large financial institution or private equity-backed consolidator buys an advisory practice; the selling advisor receives a payout but typically gives up equity going forward.
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