Our Business is Your Success

We don’t operate a book of business. Our sole mission is to help independent advisors build toward success.

Preferred Partners is a non-producing OSJ, a rare format among independent distribution channels. We believe managing a book of business would create an unnecessary distraction and conflict of interest between the OSJ and the independent financial advisors that we support daily.

The success of your financial planning practice is our business.

Meet the Team

Preferred Partners is a full-service Office of Supervisory Jurisdiction (OSJ) founded by John Fenwick. It is among the biggest and most effective OSJ’s in the nation.

Advisor Highlights

Resources

Compliance

Practice Management

Transition