Two decades in the industry taught us that advisors deserve an approach built around their needs.
We're not here to make a deal. We're here to find your right match—and stay with you through every step of the journey.
After 20+ years watching advisors make career moves based on incomplete information and biased advice, we built Continuum Search Group to change that. We've seen too many talented advisors choose the wrong firm because they were sold on a transition check instead of long-term alignment. Our mission is simple: help advisors make decisions they'll still feel good about 5, 10, and 20 years down the road.
Decades of experience. Hundreds of transitions. One shared mission: your long-term success.
20+ years at the intersection of advisor recruiting, practice growth, and firm strategy. Former VP of Business Development at Kestra Financial, recruiting high-producing advisors across 13 states.
Rick built his career across every angle of the industry—from leading an independent General Agency to executive roles at Fortune 40 financial services firms. This breadth shaped his conviction that advisors deserve a better approach.
Analytics, recruiting, and transition execution specialist. Jack specializes in making the match work—building the infrastructure and processes that turn contracts into successful partnerships.
Hands-on experience at a leading independent broker-dealer across transition planning, economic modeling, onboarding operations, and ACAT strategy. University of Arkansas graduate with degrees in Information Systems and Business Analytics.
We're your strategic partner built on independence, transparency, and long-term thinking.
We represent you, not the firms. No conflicts of interest. No hidden incentives. Just honest guidance across wirehouses, RIAs, regionals, and independent channels.
Our 6C Continuum isn't marketing—it's a systematic evaluation ensuring you assess every dimension that will shape your next 20 years, not just the biggest check.
We stay with you for 6 months post-transition with weekly checkpoints and operational guidance. Your success is our success.
You never pay us a dime. Firms compensate us when we find the right match—aligning our incentives completely with yours. No surprises.
Decades of combined experience across every channel—wirehouses, regionals, independent BDs, and RIAs. We've seen what works and what doesn't.
We measure success by whether you're still happy five years after your transition. Our reputation depends on your long-term success.
Let's have a confidential conversation about your practice, your goals, and what you really need in your next firm relationship.