Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member opportunities in Arizona, Texas, and California.
“We are thrilled to build on our success by opening these new Successor Advisor opportunities,” said Renee Farida, Chief Operating Officer at Householder Group. Over the past five years, the Program has exceeded $1 billion in assets under management across 13 deals.
Launched in 2019, Householder Group’s Successor Membership Program allows advisors nearing retirement to collaborate with a successor advisor on a liquidity event and client handoff. The successor inherits an established business while receiving membership interest in the practice they join based on the assets they bring with them.
Farida added, “Our Program matches founding advisors looking for an exit strategy with compatible advisors who are in growth mode, have long runways ahead of them and are strategically and culturally aligned with the values of Householder Group. It’s a win-win situation for all involved, including clients of the retiring advisor who will experience a smooth transition between advisors.”
Based in Scottsdale, Arizona, Householder Group, founded in 1997 by CEO Scott Householder, supports a network of independent financial advisors nationwide. The firm’s technology stack includes tools for financial planning, portfolio management, trading and rebalancing, investment analytics, risk tolerance assessment, customer relationship management, social media management, web development, and document management.
