What if you could make a change with ease of transition, exceptional servicing and complete independence?

Discover your journey

Independence Fully Integrated

Our business model was built on the foundation that as an independent advisor, you should never feel alone. Moreover, you should never feel obligated to build your business any other way than how you envision it.

Between the exceptional service of our team and extensive selection of business efficiency programs, our partnership model gives you the ability to design a customized journey that will give you what you need, never what you don’t.

We Are Independent

We offer our advisors the freedom and independence to recommend products and services to best serve the needs of their clients.

We Are Innovative

Together with our advisors, we collaborate to find customized solutions and strategies to help you service your clients.

We Are Adaptive

Trek quickly adapts to product, regulation, and economic changes. This allows advisors to stay competitive and provide cutting-edge solutions for their clients.

We Are Comprehensive

As an independent firm, Trek has strategic partnerships and alliances, giving advisors an extensive range of products and services, not accessible to most advisors.

We Are Competitive

In addition to our exceptional support services, we offer some of the highest payouts available in the industry.


Build your pack.

Advisors can over pack, carrying the heavy burden of time, consuming tasks and excess costs; or under pack, possibly missing out on great opportunities to enhance their business.

We believe that balancing your pack is critical. After extensive research and implementation, we have created just the right balance. Between the exceptional service of our team and the extensive selection of business efficiency programs, we can build customized packs that always give advisors what they need, never what they don’t.


Grow with streamlined and integrated technologies.

Our technology platforms and integrations allow our advisors to work seamlessly between our team, custodians, and clients. Along with the support of our team, we have built proprietary programs to increase advisor efficiencies.  


Discover custom in-house marketing support.

We have a deep understanding of the impact of accurate target marketing, and we work closely with our advisors to understand their clientele. Through this understanding, we are able to develop tailored marketing strategies that are efficient and targeted.

On the Trail

We can answer your questions.

The roadmap you need to lead you through a successful transition requires the support and expertise of a firm that is focused on helping advisors grow their business. It should entail every aspect of a streamlined move, giving you a holistic transitioning program that provides you with the assistance necessary to build and maintain an independent and successful practice.

Let us make our future now, and let us make our dreams tomorrow's reality."

Malala Yousafzai