Why TAG

Reasons to Join TAG Advisors

We work with who you are, not what we want you to be. Run your practice as you see fit knowing that you have a support system behind you.

1. One shared primary goal
   Our goal is your goal – for you to thrive as an independent financial advisor.
2. Comprehensive knowledge and skillsets
   No matter what situations you or your clients face, we have the know-how in our community to help.
3. Relationship driven
   We take the time to understand how you need to be supported and then deliver that support.
4. Weekly roundtable discussions
   In our weekly advisor calls, you’ll engage directly with our leadership team and relationship managers in discussions around many topics.
5. Solve problems fast
   We help you escalate and triage any issues in real-time – no referring to committees. You’ll have direct communication with leadership and relationship managers.
6. Stay on track
   We’ll help you put the right structure and guardrails in place so you can stay on track with your goals.
7. Daily attention
   Our management team meets daily to strategize on individual advisor challenges.
8. Up-to-date risk management
   We constantly monitor regulatory landscapes and continually offer the latest, most relevant risk management guidance.