Momentum Advisors

Financial ServicesUnited States2-10 Employees

Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA). As an independent investment firm, we are compensated on a fee-only basis, which eliminates the conflicts-of-interest that arise from traditional brokerage relationships with large Wall Street firms that earn commissions. We are proud fiduciaries committed to serving our clients first.

Our advisors have a commitment to excellence, which has been demonstrated by years of experience at the world’s finest corporations, and educational credentials from the nation’s top universities. 

As markets change, and life events occur, clients need advisors who are prepared to help them see around corners. Financial plans must be dynamic, comprehensive, and there must be accountability. Clients need a financial structure that helps them move towards their goals more efficiently, and a skilled investment advisor helps them navigate the turbulent financial markets strategically.

What sets apart? Charisma, innovation and entrepreneurship. Momentum Advisors takes a very special interest in developing chosen clients into entrepreneurs and business owners by sourcing––or developing––private investment opportunities on behalf of its clients. These investments range from passive investments in third-party private equity funds to control positions in their own companies. As investors, advisors and owners, we have a particular strength in the acquisition and development of franchise units, nationally.    

Momentum Advisors is directly invested in the development and acquisition of franchises; currently owning several franchise units across multiple industries, in partnership with their clients.

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