Broker Check

2176 West Street, Suite 100, Germantown, TN 38138

901-757-5757
information@shoemakerfinancial.com

Advisor Support

Pursue Your Dreams, Build Relationships that Last for a Lifetime

Our priority is making sure you have what you need to thrive. Similar to how we serve clients, we take a comprehensive approach to advisor support. We have dedicated time and resources to build the Advisor Resource Center (ARC). These KNOWLEDGEABLE in-house teams come alongside you and your firm to set you up for sustainable success.

Shoemaker Advisor Resource Center

The ARC is a KNOWLEDGEABLE service team that provides complete support to our Advisors and their clients.

ARC Operations

A DEDICATED team of licensed Business Processors, Traders, and Client Service Associates are always available to answer questions, provide assistance, and develop reports to help your business grow.

ARC Wealth Management

The WMG led by our investment committee, is a knowledgeable group of professionals that provide Investment Advisory SUPPORT to our advisors and their clients.

ARC Financial Planning

The FPRC is a knowledgeable group of professionals that provide Financial Planning SUPPORT to our Advisors and their clients.

ARC Marketing

The Marketing Department is a DEPENDABLE resource that assists advisors in marketing their business and brings brand awareness to the firm.

ARC Accounting

The Finance Department is an ADVOCATE to our Advisors to provide support for compensation on their business.

ARC Coaching

Our coaching team is to support you through every phase of your career. Individual MENTORSHIP can be the difference between sustaining and thriving.

Powerful Partnerships: Cetera Advisor Networks

Powerful Partnerships: Cetera Advisor Networks

AdviceWorks: A platform equipping advisors with tools to monitor portfolio performance, market trends, and critical indicators, facilitating informed decisions benefiting clients.

MarketingCentral: In partnership with Cetera, MarketingCentral offers advisors customizable marketing materials to enhance client communication and engagement.

Scaling Your Practice With Our Network Team

Advanced
Planning Team

Our in-house team of credentialed legal and tax specialists can help you solve clients’ most complex needs.
Meet the Team

Meet the Team

Investment Management Team

Through our in-house TPA, we help business-owner clients enhance their operations with turnkey retirement plan solutions.
Meet the Team

Meet the Team

Financial Plan Design Team

We can help you solve for any client goal, from fund selection to asset-allocation guidance to ready-made portfolios.
Meet the Team

Meet the Team

Additional Services for Your Practice

  • Conference & Events: We believe in you and your development, so we provide access to industry events that can help you succeed.
  • Succession Planning: Succession planning gives your practice the long-term perspective for growth, and we will help you devise a feasible approach. 
  • Continuity Planning: Shoemaker Financial makes a commitment to your long-term success by supporting you with experienced continuity planning.
  • New Advisor Onboarding: We offer essential help with the onboarding process for new Advisors, including financial support for transition costs. 

Build Your Future — Together

We offer advisors the assistance and autonomy to construct their businesses according to their preferences. Let's collaborate to transform your vision into reality. Connect with us today to explore the possibilities we can create together.

Submit Your Resume Here

Have a Question?

Thank you!
Oops!