Join the WMG Team
Why WMG?
Our Advisors are Independent Advisor Representatives (IARs) of WMG. We operate through mutual trust and ownership – you own your book of business and decide what business expenses make sense for your practice (no “bosses” or quotas here). As your partner in business, we provide compliance oversight, supervision, and business tools to allow you the freedom to run your business. We have a team of entrepreneurs that supports a work environment where sharing of ideas and expertise is expected.
- WMG and our IAR’s operate as a fiduciary for all clients
- We provide our IARs with Microsoft 365 business tools and a company email address
- Never done something before? No problem, we probably have and we’re here to help get you going
- Transition support including: Remote onboarding and assistance transitioning your current clients/AUM to Charles Schwab
- Succession planning: In the event of your death, we will buy your book of business for FMV and pay your family or ensure your existing succession plan is carried out
- Know of other advisors who are looking for this freedom? Great, bring them to WMG and earn override payouts on their production
Company Overview
WMG is state Registered Investment Advisory firm (RIA) offering hybrid advisory services. WMG has been helping people create, manage, and preserve wealth for over 30 years. WMG currently operates in Ohio, Texas, and Nevada (Member FINRA). WMG Headquarters are in Dayton, Ohio. WMG has team members located throughout the United States.
