WHy partner with us?

We understand the importance of carrying out your vision of independence.
"We recognized a need to provide financial professionals with seamless, flexible, and cost-effective solutions tailored to fit their needs while supported by a team of skilled industry veterans."
Katrina santa Maria
Chief Executive Officer

your vision supported by our resources

The path to independence starts here.

At MSH Capital Advisors LLC, we plan to gather a comprehensive understanding of your business goals so that we can provide the necessary guidance and support to achieve them. As the relationship grows, we continue to adjust to your needs, the needs of your clients, and periodically monitor the overall marketplace to provide effective and efficient tools relevant to a growing industry.

We have trusted relationships with leading industry providers, hold ourselves to the highest standard and believe in the principles of transparency and integrity. At MSH Capital Advisors LLC, you will have direct access to senior management and a dedicated back-office team.

COMPLIANCE

CCO and staff will help you navigate the nuances of this ever-changing regulatory environment.

ADVISOR
SERVICES

Comprehensive business services include set-up, marketing & branding, growth strategies, as well as succession planning.

BACK
OFFICE

TECH 
STACK

We offer a customized, modern fintech stack, plus in-house technical training and support.

understand your options

Take control of your experience and invest in yourself.

We work with advisors to understand their visions and goals and collectively decide what solutions best suit their needs. Whether an advisor would like to have their own brand, logo, and company name or tuck in under the MSH Capital Advisors LLC brand, we have a solution.


a comprehensive approach

We help analyze the benefits between autonomy and joining an established RIA firm.  

We allow advisors to utilize our services and provide support in transitioning to independence. Studies have shown that advisors who utilize an established RIA versus launching their own RIA firm produce more net revenue on an annual basis.  

ESTABLISH an RIA

You are responsible for building the infrastructure and providing the resources.

Out-of-Pocket Expenses

Time With Your Clients

Assumed Burden & Risk

CO-BRAND UNDER YOUR
MARKETING NAME

The advantage of a partnership that provides products and services at a reduced cost to you.

Out-of-Pocket Expenses

Time With Your Clients

Assumed Burden & Risk

TUCK-IN UNDER MSHCA

You get the benefit of a pre-established infrastructure with support and services at your fingertips.

Out-of-Pocket Expenses

Time With Your Clients

Assumed Burden & Risk

Stunning Design

Always strive for better work. Never stop learning. Have fun.

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Code quality

Always strive for better work. Never stop learning. Have fun.

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We are here to help

Please click the link below for questions you should ask yourself if you are considering establishing your own RIA. We would happily discuss the key points to consider when asking yourself these questions.

Ready to make the move?

Contact us today for a Discovery Discussion