Transition experience

We recognize the importance of a timely and efficient transition experience for both advisors and clients alike. Our turnkey transition platform is designed to help guide advisors through every stage of the onboarding process, from office infrastructure to client communications, account transfer, and beyond. Arkadios provides transition support in the following areas:

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Transition Planning

Our transition team will plan, manage, and coordinate every stage of the transition process, including data preparation, client communication, key timelines, and account transfer.

HR & Group Benefits

Arkadios has partnered with third-party consultants to provide integrated, turnkey health insurance, payroll, and HR services at group rates.

Real Estate & Consulting

Our strategic alliance of commercial real estate consultants can help identify office space and infrastructure at competitive lease rates.

Legal & Compliance

Legal Compliance

Arkadios works with experienced attorneys who can provide transition peace of mind through legal and compliance consultation.

Marketing, PR, & Social Media

We work closely with leading marketing firms to assist with brand creation and logo design, website development, and social media strategy.

Technology

Arkadios technology consultants can help you identify and implement best-in-class systems to digitize your client experience and optimize efficiency.

Finance

We offer multiple lending vehicles to ensure revenue continuity with minimal transition expense.

Succession Planning Support

Succession Planning

As part of your transition experience with Arkadios, we will review your existing succession or contingency plan documents to ensure you, your business, and your clients are protected in case of an unexpected event.

"Arkadios shares our commitment to a client-centered and innovative approach to wealth management, We are thrilled to have a partner that values growth and allows us a host of new offerings for clients. We believe this move will further strengthen our ability to meet and exceed our clients’ goals."

Chris AlbertsonStewardship Wealth’s chief executive officer

“Jeff and I chose Arkadios Capital because of its open architecture platform, which provides a wider range of options for servicing clients and growing our business. The culture and operational philosophy at Arkadios align seamlessly with Piedmont Wealth’s commitment to delivering high-quality wealth management services.”

Ross WyattPiedmont Wealth Partners

"Joining Arkadios Capital is a strategic move for Gulf Coast Wealth Management, marking the culmination of a two-year process to select the best broker-dealer for our advisors and clients. Arkadios’ commitment to advisor independence, industry leading technology, and high-performance culture align with our mission to be the premier wealth management firm on the Gulf Coast. Throughout this transition, we’ve witnessed their dedication to supporting advisors firsthand. We are excited about the future and the opportunities this partnership will bring."

Jason KingGulf Coast Wealth Management

“We are thrilled to join forces with Arkadios Capital, a firm that shares our entrepreneurial drive and commitment to staying nimble so we can deliver tailored solutions to our ultra-high net worth clients across the country,” said Moog. “Their team has built an ideal platform for Clover to reach the next level of our growth.”

Tripps MoogClover Capital Partners

“As we approach our 20th anniversary, our partnership with Arkadios Capital will provide our team and clients access to innovative tools, resources, and investment opportunities for the next 20 years,”

Jonathan LindvigPeachtree Wealth Advisors

"In my search for a new Broker Dealer, I knew I wanted a partner who could offer a high touch relationship and help elevate my business to new heights. Arkadios has delivered exactly that! Their innovative approach and swift processing of business transactions sets them apart.”

Lena Jo HartleyDowneast Private Wealth