< Back to The MSHCA Advantage

Business set-up & services

Comprehensive business services that are modern and streamlined to enable you to differentiate yourself and compete in today's financial advisor marketplace.

Our business services start with mapping out a strategic plan based on your unique vision to bring your business goals to life. We work with you and our third-party partners to provide a custom technology platform and training to ensure that you have the full capability to run your business with ease. MSH Capital Advisors LLC is with you through your day-to-day operations and when you are ready to enter retirement, our team will help you explore your options for succession planning.

  • Work with strategic partners for proper set-up
  • E & O coverage
  • Practice management
  • Benchmark study
  • Marketing & Branding services
  • Learn best practices in RIA marketplace
  • Work closely with third-party data aggregator
  • Assist in business set-up
  • Growth strategies
  • Open architecture
  • Access to leading custodial and fintech providers
  • Customizable business solutions
  • Succession plan review
  • Assist in understanding options for succession
  • Introduce third-party relationships: valuation services
  • Explore options best for you, your business, and your clients

identity branding & Marketing services

Seize the opportunity to show the world what you have to offer.

We work closely with you to understand your business style and what makes you unique. By carefully considering your strengths, we help formulate a brand strategy that helps you stand out in today's marketplace.

Our marketing services spotlight your brand with an array of tangible materials. We provide custom promotional solutions to help position you as an elite member of the financial marketplace.

Ready to make the move?

Contact us today for a Discovery Discussion