Recognized by the Best
Barron’s: Awarded 9/11/2026 for 6/30/25-6/30/26. FA Magazine: Awarded 6/10/26 for 12/31/24-12/31/25. USA Today: Awarded 4/15/26 for 2/28/21-1/31/26. Paid for logo use.
What you gain
Growth engine
Our marketing programs are designed to help you scale efficiently and sustainably.
From local events to referral partnerships, you gain access to diversified marketing channels that set you apart from competitors and position you as an industry leader.
Employee benefits & culture
What we offer starts with who we are. By joining us in improving clients’ lives, you become part of a firm that values people, purpose, and performance.
Since 1997, we have offered long-term career growth potential, along with competitive compensation and benefits packages.
Centralized support
Compliance and technology, plus full-service investment and planning solutions – our infrastructure is built to help you thrive.
We take care of your back-office needs while also providing the resources for comprehensive wealth management so that your team – and your clients – have what they need for success.
Why Partner with Wealth Enhancement
With over 100 successful acquisitions, we bring deep experience and a thoughtful approach to every new partnership.
Our partners benefit from enhanced operational support, strategic growth planning, and access to centralized services – all designed to improve your bottom line.
From onboarding to succession planning, our team enables smooth progression for you, your team, and your clients.
Enabling Your Growth
Our partnership model is built for entrepreneurs to achieve scale benefits. Here’s how we invest in your future.
Distribution Model
Fully centralized with limited financial upside or ability to customize.
Partnership Model
Centralized services, tools, and teams to bolster your practice. Commitment to personalized advice and customized solutions.
Financial-Only Model
Fully decentralized with no benefits of scale.
“We ensure you can keep the promises you’ve made to your clients. That’s the essence of our partnership model. By aligning around shared commitments, we preserve what matters most: the confidence your clients place in you.”
– Jim Cahn, Chief Strategy Officer
Firms that are looking to partner with Wealth Enhancement still should want to grow and want to be part of an advisor community. What Wealth Enhancement has to offer is significant – it’s not just a place to remain idle.
– Tim Hawkins, CFP®, Senior Vice President, Financial Advisor
Now we have a full technology suite and compliance team. We have amazing corporate support. And with all of that, we still have a lot of independence. That’s been really important to us.
– Jennifer Ying, Vice President, Financial Advisor
They did all the marketing, recruiting, pre-screening, pre-qualifying, and found me a rock star of a G2 advisor. Having a clear succession plan in place has taken a weight off my shoulders.
– Brian Fricke, CFP®, Senior Vice President, Financial Advisor
Make sure your values are aligned. If you think you need efficiency and access, then this is a great spot.
– Bob Aamodt, CFP®, MBA, Senior Vice President, Financial Advisor