Advisor
Transition
Services
Transition Consulting for Advisors
Our Services
The Journey Towards Independence Begins on the
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Testimonials
“Grier and her team at Advisor Transition Services were instrumental in my recent breakaway from a large firm to my own RIA. Grier’s extensive knowledge around service and admin related issues made for a clean transition, that allowed me to spend those crucial, initial hours with clients rather than processing paperwork.”
Jordan Alhadeff
Murray Street Capital Advisors
“I couldn’t have made the transition without Grier and her team. She guided me through a very painful situation and I am forever grateful.”
Charles Capasso
Capasso Planning Partners
“Grier and her business ATS helped me immensely through my transition of leaving my prior RIA firm to start my own small fee-only RIA firm. She and her team were quick, responsive, and able to adjust to the oddities that each transition has, and my transition was no exception.”
