Advisor Retire Program™
A Clear Path to Retirement, Designed for Financial Advisors
Your Plan Matters
Protect your legacy, your clients, and the business you’ve built.
The Strittmatter Advisor Retire Program™ is a structured financial advisor retirement program designed to help experienced advisors transition into retirement with clarity, confidence, and financial security.
Retire with Confidence On Your Terms
After years of building relationships and growing your practice, you deserve a plan that honors your legacy while ensuring your clients continue to receive exceptional care.
The Challenge Retirement Advisors Face
For many financial advisors, planning their own retirement is one of the most difficult decisions they’ll make.
You’ve spent decades building trust, growing your business, and serving your clients, yet finding the right succession plan can feel overwhelming.
Key concerns often include:
• What will happen to your clients?
• How do you maximize the value of your business?
• Who will carry on your legacy?
• How do you transition without disruption?
Without a clear plan, these questions can create uncertainty at a critical stage of your career.
How the Advisor Retire Program™ Works
We follow a proven, step-by-step process to ensure a seamless transition:
Step 1:
Define Your Goals
We begin by understanding your vision for retirement and your desired transition timeline.
Step 2:
Business Evaluation
Our team analyzes your practice to determine the best strategy for transition and payout structure.
Step 3:
Succession Plan Design
We work with you to create a customized succession plan tailored to your goals and client relationships.
Step 4:
Implementation
We begin executing your transition plan, ensuring a smooth and structured process.
Step 5:
Client Transition Support
Our advisors gradually build relationships with your clients to ensure continuity and trust.
Step 6:
Retirement, On Your Terms
Transition fully into retirement, or continue working part-time if desired.
A Better Way to Retirement Transition
The Advisor Retire Program™ was created to simplify this process and provide a clear, structured path forward.
Our program is designed to help you:
• Maximize the value of your practice through a fair and transparent buyout
• Ensure a smooth transition for your clients
• Preserve the relationships and legacy you’ve built
• Retire on your timeline with flexibility and control
This is more than a transaction; it’s a continuation of your life’s work.
Why Advisors Choose Strittmatter Wealth
Strittmatter Wealth is an independent, SEC-registered investment advisor committed to delivering comprehensive, client-focused planning. Advisors choose us because we offer:
A collaborative, team-based environment
Comprehensive service offerings
Marketing and lead generation support
A fiduciary, client-first approach
A culture focused on growth and excellence
A clearly defined path to equity ownership
Who This Program Is For
If you’ve spent your career helping others plan for retirement, it’s time to create a plan for yourself.
This is designed for financial advisors who:
- Plan to retire within the next 3-5 years
- Want to maximize the value of their business
- Care deeply about their clients’ future
- Want a smooth and structured transition
- Want flexibility in how and when they retire
What to Expect from the Process
Our inquiry process is designed to be simple, clear, and focused on helping us understand your strengths and goals. This process is your first step toward joining a dynamic team of professionals shaping the future of financial planning.
1
Submit Your Inquiry
Complete the form below with your information and upload your resume and cover letter.
2
Tell Us Your Story
Share why you’re applying for this program and why you believe you’re a strong fit for our team.
3
Connect With Our Team
If your background aligns with our needs, our team will reach out to continue the conversation.
Benefits for Your Business
The Advisor Retire Program™ is designed to help you achieve the best possible outcome for your practice.
Benefits include:
- A structured and competitive buyout process
- Transparent valuation and payout
- A seamless transition plan for your business
- Protection of your client relationships
- A clear and defined exit strategy
Our goal is to help you maximize the value of what you’ve built.
If you’re looking for a career where you can grow, contribute, and make a difference, we invite you to explore Strittmatter Wealth careers.
Benefits for Your Clients
We are always looking for passionate, driven individuals who align with our values. At Strittmatter Wealth, cultural fit matters just as much as technical skill.
With Strittmatter Wealth, your clients will:
- Continue receiving fiduciary, client-first advice
- Be supported by a team of experienced professionals
- Experience a smooth and thoughtful transition
- Receive ongoing financial planning and investment guidance
We’re not just acquiring practices, we’re continuing legacies.
If you’re looking for a career where you can grow, contribute, and make a difference, we invite you to explore Strittmatter Wealth careers.
Your Legacy Deserves a Plan
You’ve helped your clients plan for their future. Now it’s your turn.
With the Strittmatter Advisor Retire Program™, you can step into retirement knowing you made the right decision… for your clients, your business, and your legacy.
Submit Inquiry
Tell us about yourself and why you’re interested in this career path. We look forward to learning more about you. Please fill out all required fields and upload your resume and cover letter to be considered.
“The SWMG Advisor Retire Program™ is a unique opportunity for veteran advisors looking for a pathway to full or part-time retirement that allows them to successfully hand off their clients to a trusted source while receiving a highly competitive payout structure.”
Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer
Our Clients Say It Best
Ready to Plan Your Transition?
Schedule a confidential conversation to learn how this program is designed to help you retire with confidence.
Connect with our team to learn more about the Strittmatter Advisor Retire Program™ and how you can take control of your future.
