ADVISOR RECRUITING · EST. 1975
Build. Grow. Own.
Van Clemens Wealth Management was built around one simple belief: Advisors deserve more than a platform, they deserve a partner. Which is why we built a firm owned by advisors, for advisors.
We're a RIA with advisors in 17 states and more than $2bn in AUM.
If you're ready to get back to an advisor-first culture, or you're new to the industry and looking for support with client acquisition, keep scrolling to see how we're different.
After that, if you're still interested, let's connect.
Build Your Business, Your Way
Whether you seek full independence, a simplified employee platform, or a team that works behind you on every account, Van Clemens offers a model that fits your vision, plus the flexibility to evolve as your practice grows. Advisors can move between models as their goals change.
Supported at Every Step
At Van Clemens, the advisor sits at the center of a fully integrated ecosystem. Broker-dealer and RIA, tax planning, accounting, marketing, and business owner services all work together. One team, one holistic approach.
Comprehensive Advisor Support
Planning and advanced markets:
Retirement planning, tax-efficient strategies, estate planning concepts, business succession, executive benefits and insurance, PPLI and PPVA solutions, and high-net-worth strategies.
Operations and administration:
New account processing, service requests, administrative support, workflow management, and licensed or unlicensed staffing options.
Product and case design:
Investment strategies, insurance solutions, retirement income planning, advanced planning concepts, and TAMP and portfolio management access.
Marketing and growth:
Educational seminars, client events, marketing campaigns, social media support, and branding resources, with a DBA allowed.
Integrated Tax & Accounting
Collaborate directly with our tax and accounting professionals:
Review individual client tax returns for planning opportunities, coordinate tax-efficient strategies, and serve the complex needs of highly affluent clients.
Tax-efficient planning strategies:
Use Holistiplan to create true cost-savings for your top clients and prospects.
Introduce business owners to bundled accounting, payroll and HR services:
You handle the relationship, we create real enterprise value for your business owner clients.
Work with experienced business valuation, succession and exit strategy experts:
Helping to ensure you're seen as the quarterback for handling large liquidity events and the planning that comes with it. Not just for the owner, but for generations to come.
Let’s Connect
START A CONFIDENTIAL CONVERSATION
Tell us about your practice and what you are looking for. Every conversation is confidential, and it starts with a short call.
Joe Godfrey · 612.758.9140 · careers@vanclemens.com