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.
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.
Preferred Partners Welcomes our New Advisors!
Welcome to our new advisors Rich Turner, Sarah Nowfel, Justin Esposito, Matt Whitcomb and Kameron Cambier!
- Holly Stewart, Summitview Advisors