Independent financial planner group seeks to expand client-service offering. Baltimore-based Founders Financial, a member-owned group of independent financial planners and insurance agents, has opened a broker-dealer to expand the range of services offered to clients.

Values

"Founders Financial member professionals are committed to providing knowledgeable, personalized guidance to help their clients achieve a stable and prosperous financial future," says Michael Brooks, president and CEO of Founders Financial. "By securing broker-dealer services through Founders Financial Securities, our members can assure their clients that the securities component of their portfolios will receive the same attention to detail, value, and ethical service that has become our hallmark."

With the addition of Founders Financial Securities, Founders Financial members can build the securities component of their businesses "in the values-oriented, client-focused tradition of Founders Financial," according to a press release.

Founders Financial Securities, will provide a suite of resources around which advisors can build a growth-oriented business. It will give them the resources of a large firm even as it allows them to maintain their independent and flexible status.

Founders Financial was established in 1992 to fill a "need for a values-based and relationship-driven producer group that could support, strengthen and nurture the independent financial advisor." It shouldn't be confused with Cupertino, Calif.-based Founders Financial Network, which is a partner firm of Focus Financial Partners. -FWR

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