Serve Your Clients Your Way
Rediscover Your Best Self
Reclaim Your Freedom
Our a la carte back office support offerings provide you with the flexibility to choose the combination of services that fit your business needs. Whether you are a breakaway advisor making the leap to independence, an established advisor looking to reduce business headaches, or just looking to focus more on your clients, we take on the unwanted tasks so you can focus on serving your clients.
We’ve set out to create a supportive environment for independent investment advisors that can leverage the economies of scale that come from being a community to help them thrive in independence. Reap the benefits of collaboration and community without sacrificing your independence and caving to uniformity.
Alignment is at the heart of what we do for advisors. When you align your values with your goals and services, the vision for your business becomes clear. We encourage our advisors to embrace their individuality. It’s the essence of creating the best experience for clients. We help you make your unique qualities shine.
Join forces with Fermata and you become an integral part of a community of client-focused financial professionals dedicated to helping you show up as your best self.
When the advisor’s best interests are served, they can better serve the best interests of their clients.
Fermata’s founders and principals, Daren Blonski, CFP®, AIF® and Chris Sipes, CFP®, AIF® have walked in your shoes. They have worked for large Fortune 500 financial services companies. They listened to their entrepreneurial spirit and made the leap to become independent advisors. They built Sonoma Wealth Advisors, a thriving investment advisory business in Northern California. They believe in the transformational power of lifelong learning and the critical importance of aligning your personal values with your work and career.
Let’s schedule some time to get to know each other so we can determine if Fermata is a good fit for you and your business.
After engaging in a values discussion and business analysis, we determine which of our services best suits your vision and goals.
Collaboration•Technology •Freedom•Quality Service•Ethical Advice