The best financial advisors have great support organizations

The TAG Network is an organization dedicated to supporting independent, entrepreneurial financial advisors.

We support over 370 financial professionals across the country

  1. The TAG Network provides important support to its affiliated advisors.
    We facilitate their operations and assure compliance with regulations to make sure everything they do for you meets all the necessary rules. When a transaction gets hung up in the works, we help move it along.
  2. YOUR TAG Network
    The TAG Network provides a team of experts to support your advisor’s service. We have technical specialists in investing, retirement plans, risk management, and more.
  3. Administrative Support
    We provide administrative support to many advisors through experienced virtual assistants who know the financial business and your advisor’s firm.
  4. Weekly briefings/review
    We meet weekly via video conference to review developments in the industry and regulatory environment and provide briefings on solutions and strategies.
  5. Semi-annual Conferences
    We come together in semi-annual educational conferences to keep our network members current on the latest financial topics.
  6. The TAG Network is there in the event your advisor cannot fulfill their role.
    If your advisor is incapacitated, our staff and other network members can step in and assure there is minimal interruption in ongoing service to you. Many have formal continuity agreements with us.