Join Our Advisor Network
Do Well, By Doing Good.
We established the WHealthy Empowerment Network (WHEN) with the belief that financial guidance should extend beyond asset growth, serving as a catalyst for enrichment and empowerment. This core philosophy also defines how we support our advisors.
By fostering an environment where advisors feel seen, heard, and appreciated, we enable them to deliver exceptional service to their clients.
Our Belief
When advisors thrive, clients prosperâcreating a cycle of wellbeing and success that benefits everyone.
Join a firm where youâre valued, supported, and inspired to build the careerâand lifeâyouâve always wanted.
WHEN, Youâre Ready
to Thrive.
To create stronger communities and enhance lives, we seek to partner with advisors from diverse backgrounds who share our vision and values. If you’re a financial professional considering a new career path, you’ll thrive at WHEN if you…
Inspire & Influence
You find joy in inspiring those around you.â
Embrace Possibilities
You focus on possibilities rather than limitations.
Lead with Empathy
You lead with empathy and approach challenges with heart.
Nurture Conversations
You nurture intimate conversations that help others feel safe and free from judgment.
Empower Growth
You empower those around you to grow and succeed.
Strengthen Community
You actively seek ways to improve your community.
Empowering Your Success with
Comprehensive Support
At WHEN, we are committed to providing advisors with the tools, resources, and community they need to excel. Through personalized mentorship, cutting-edge technology, and a collaborative network, we empower advisors to grow their practice with confidence.
Seamless Transition Services
Changing firms can be daunting, but it doesnât have to be. Our experienced transition team handles the details, so you can focus on what mattersâyour clients.
Succession Planning for Your Legacy
Whether youâre planning your exit strategy or building your long-term vision, weâll help ensure your legacy is secure and your clients are in good hands.
Operational Support to Help You Thrive
From compliance to technology, we take care of the operational details. With us, youâll have the tools and support you need to spend less time managing logistics and more time building relationships.
Work Smarter, Live Better
We understand that success isnât just about numbersâitâs about balance. Our collaborative culture and flexible support systems allow you to prioritize both your professional growth and personal well-being.