Future Proof Advisor's Circle

Schedule A One-On-One Consultation With The Experts

Scott-FP

Scott Leak, CFP®

Senior Consultant

FP Transitions

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JamesH-LiveOak

James Hughes

SVP - Head of Investment Advisory Landing

Live Oak Bank

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James-FP

James Fisher, JD

VP of Mergers & Acquisitions

FP Transitions

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TreySchippel-LiveOak

Trey Schnippel

AVP - Investment Advisors

Live Oak Bank

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Our firm is dedicated to the advancement and sustainability of the wealth management industry. Broadening access to unbiased content, comprehensive resources and powerful thought leadership is essential.

Our mission is to transform practices into thriving businesses through concierge consulting in areas of:

  • Entity structure

  • Compensation design

  • Succession & transition planning

  • Growth consulting & benchmarking

  • Mergers & equity transfers

  • Exit & continuity planning

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