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Clients Holistic full hybrid financial planning.

Did you know? Most financial advisors work for firms that offer a very limited array of products; so they don’t always have the freedom to do what is best for you. With TerraWealth™ you and your advisor have the liberty to decide what is best for your unique situation — always. 

Whether you are preparing for retirement, funding a child’s education, or simply ensuring you’ll be protected if something goes wrong, TerraWealth can guide you in the right direction and financially prepare you for whatever life brings. We offer a firm foundation of industry expertise and tested practices combined with vast and unparalleled product offerings to equip you with the most comprehensive wealth strategies available. 

Our Independent Advisors stand among the few professionals in the industry who can offer you everything. Do you want a generic financial plan, or the best one? Click below to learn how we use our unique platform to empower you to build wealth and reach your life goals.

Our unique platform empowers you to build wealth and reach your life goals.

Independent Advisors A financial company built & owned by advisors, for advisors — so you can serve your clients better.

You want the freedom to build a successful financial services business and sincerely change the lives of others. But…do you really have the freedom to do that? Are you actually in control of making the decisions that impact your business? As a TerraWealth Financial Professional, you can… 

  • Build a business with limitless potential.
  • Scale without undue bureaucratic influence.
  • Make real decisions about a business you actually own.
  • Enjoy planned and guaranteed succession.
  • Be well-compensated for keeping client interests first.
  • Be guided by a field-tested veteran leadership team.
  • Offer a limitless index of products and services.
  • Brand and operate your business your way.

Welcome to TerraWealth, a revolutionary financial services company like no other.

Partnering Firms

  • Fidelity Investments
  • Fig

ProvidersThe right product – always.

Our extensive network allows us to offer the right product, for the right person, at the right time and price – always.

  • UBS
  • Capital Group
  • Vanguard
  • Jackson
  • Lincoln Financial Group
  • Mutual of Omaha
  • Nationwide
  • New York Life
  • Principal
  • Pacific Life
  • Protective
  • Prudential
  • Transamerica
  • JPMorganChase
  • Delaware Life
  • MFS
  • T. Rowe Price
  • Dana
  • Invesco
  • Pimco
  • Franklin Templeton Investments
  • Lord Abbett
  • John Hancock
  • Mass Mutual
  • Zurich
  • One America
  • Thrivent
  • Humana
  • United Healthcare
  • Morgan Stanley
  • F&G
  • Brighthouse Financial
  • State Street
  • Goldman Sachs
  • Deutsche Bank
  • Charles Schwab
  • BNY Mellon