Overwhelmed changing broker/dealers?

Your decisions will be critical. Don't waste your precious time, money or aggravation looking for your right, independent broker/dealer. Choose right the first time.

Henschen & Associates learns your unique combination of needs, style and temperament and matches it with over 75 broker/dealers we know very well. Then we tell you things you will want to know before you negotiate the players, the trends and the industry.

Why leap from one broker/dealer fire into another? Eliminate guesswork. Outsource your important due diligence financial and cultural to the experts at Henschen and Associates.

Give us a call, tell us your story. We can help

Jon was highly instrumental in helping me navigate the vast sea of independent broker/dealers. With all the wholesalers that I spoke with promising how great they are, I found it a difficult task to find the right broker/dealer that would "fit" my tenure and practice focus. Jon has vast knowledge and integrity to help the advisor with this daunting decision. I would recommend him very highly!

— J. Pocock, GA