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Our Focus
advisor recruiting
advisor recruiting
advisor recruiting
Matching experienced advisors with firms aligned in culture, economics and growth strategy.
M&A Consulting
advisor recruiting
advisor recruiting
Structuring and executing deals for firms between $100 million and $1 billion in AUM.
strategic advisory
advisor recruiting
strategic advisory
Providing insights on valuation, deal structure, and capital sourcing for independent wealth management firms.
About Secure Wealth Partners
Generate excitement
In the RIA space, firms with $100M to $1B in AUM often find themselves in a "no man's land." You’re too complex for traditional recruiters, but often fly under the radar of the massive investment banks.
I founded Secure Wealth Partners to fill that gap.
We operate at the intersection of advisor independence and middle-market M&A.
Whether it's navigating a transition, recruiting top-tier talent, or structuring a complex acquisition, SWP provides the boutique, "out-of-the-box" expertise this segment deserves. With $267K in Year 1 revenue and a $1.4M pipeline in the works, it’s clear the market is hungry for a partner who prioritizes quality over volume.
If you’re an advisor or firm owner ready to grow strategically, let’s talk.
Meet the Team
Ken jones | founder
In the RIA space, firms with $100M to $1B in AUM often find themselves in a "no man's land." You’re too complex for traditional recruiters, but often fly under the radar of the massive investment banks.
I founded Secure Wealth Partners to fill that gap.
We operate at the intersection of advisor independence and middle-market M&A.
Whether it's navigating a transition, recruiting top-tier talent, or structuring a complex acquisition, SWP provides the boutique, "out-of-the-box" expertise this segment deserves. With $267K in Year 1 revenue and a $1.4M pipeline in the works, it’s clear the market is hungry for a partner who prioritizes quality over volume.
If you’re an advisor or firm owner ready to grow strategically, let’s talk.
KATY AIKEN DIGITAL MARKETING MANAGER
My focus as Digital Marking Manager, centers around enriching the SWP brand through innovative digital marketing and social media marketing techniques. With a proficiency in talent attraction and a commitment to content creativity,
I've previously spearheaded digital influencer campaigns that resonate with our external audience, leading to increased engagement and higher conversion rates. My role capitalized on my past experiences at Edward Jones and Pacific Dental Services, where I honed my expertise in social media and content optimization to attract top talent.
The strategies I develop are informed by a holistic, human-centered approach, ensuring that content planning and execution meet the diverse hiring needs of our organization. Partnering with cross-functional teams, we've successfully launched content that highlights the organizations culture and values.
My mission is to continue crafting stories that not only attract advisors but also foster genuine connections with our brand.