Partner With Us

Why Partner With Us?

Why Partner With Us?


Keep scrolling to see what Senior Partner Nick Shannon has to say.

Supporting Your Business is Our Business

What makes you unique are the reasons your clients choose you. As a fully independent firm, inSOURCE Financial Advisors provides coordinated support to independent financial professionals and planners, and to insurance agents and agencies so they can stay independent as they grow. For banks, insurance companies, and Registered Investment Advisors (RIAs), we supplement their services so they can satisfy a wider client base, and more.

As our partner, you get the advantage to access comprehensive products and services from our partner Ameritas and multiple custodian options. You'll benefit from our autonomy to make decisions that positively impact you, our partner, and your clients at the local level.

You'll join a collaborative circle of independent professionals who will help you support your clients' needs. Our flexibility to adapt and mold our support to various business models is exciting to us. If that's exciting to you too, then we should talk.