Happy Investment Advisors,

Happy Clients

We Provide the Support That Will Make You and Your Business Bloom

Serve Your Clients Your Way

Rediscover Your Best Self

Reclaim Your Freedom

It's Frustrating

When it feels like your business is running you, instead of you running your business.
When bureaucracy hoops prevent you from acting in the best interest of your clients.
When your work sidelines you from living the life you want.

Take Control of Your Work… and Your Life

Back Office
Support

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.

Community and
Collaboration

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.

Work-Life
Alignment

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.

We Believe…

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.

"More than anything, I trust the Fermata team. I trust their expertise. I trust their intentions. I trust they will always act with integrity and with my best intentions in mind."

— Kevin Morrow, Sonoma Wealth Advisors

Let's Get Started

Step
1

Introductory Call

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.

Step
2

Create Your Unique Plan

After engaging in a values discussion and business analysis, we determine which of our services best suits your vision and goals.

Step
3

Let's Go

After agreeing on your unique path of affiliation, we will immediately begin setting up services to support you and your clients.

Thrive in Independence

A fermata is a symbol of musical notation signaling a hold, or pause, so that the note is prolonged. This musical signpost represents our long-term commitment to helping investment advisors maintain and thrive in independence. We believe that clients are better off when advisors have the freedom to serve them authentically representing themselves as the brand.

At Fermata We Value

Collaboration•Technology •Freedom•Quality Service•Ethical Advice

Relationship Summary Form CRS | Form ADV Disclosure: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Fermata Advisors, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities accounts are held through Charles Schwab and TD Ameritrade, Member FINRA/SIPC. Advisory Services offered by Fermata Advisors, LLC doing business as Rich Financial, a registered investment advisor. Fermata Advisors, LLC, Sonoma Wealth Advisors and Rich Financial are is a separate unaffiliated legal entities from Charles Schwab and TD Ameritrade.