VENTURE POINT
We act as an independent broker connecting financial advisors looking to change dealers or sell their book. We help find suitable offers by prepping for evaluations, soliciting interest, negotiating, and providing guidance on what makes the most sense for the Advisors’ business.
Ready to talk? Whether you're exploring a dealer transition or planning for succession, we're here to offer clear, impartial guidance.
Our Values
Committed to delivering impartial, confidential, and professional support to financial advisors when navigating dealer transitions and practice succession guided by integrity, empathy, and a deep respect for their legacy.
WHAT WE DO
Brent Kelly, Principal
With over 25 years of experience in Financial Services, my career has been dedicated to building meaningful, long-term relationships with Advisors in the independent channel. Having walked in your shoes as an Advisor myself, I understand firsthand the challenges, decisions, and aspirations that shape your day-to-day. My deep expertise in mutual funds, securities, and portfolio management enables me to assess dealer options and offerings through a lens that aligns with your business goals—whether you're scaling, transitioning, or refining your practice.
Having been on the firm side of recruiting, I’ve seen a common trend: firms pitch their best, but that doesn’t always mean it’s the best for you. There’s much more to consider—commission structures, back-office support, corporate services, technology suites, ICPM platforms, CRMs, real estate, and of course, pricing. I bring clarity to complexity. My role is to help you cut through the noise, weigh the trade-offs, and make confident, informed decisions that serve your long-term vision.
WORKING TOGETHER
1
Discuss what is most important for your business
2
Review & evaluate your book of business
3
Engage firms of interest to solicit interest
4
Present & review proposals to make the best decision
Our Mission
To walk alongside financial advisors during pivotal moments of their business—whether transitioning to a new dealer or preparing to pass on their life’s work. We provide confidential, unbiased support and strategic insight to help advisors make thoughtful, values-driven decisions. Our mission is to honor the legacy they’ve built, protect the relationships they’ve nurtured, and ensure their next chapter begins with clarity, confidence, and care.
