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Why join perigon
The practice you've been building deserves a firm worthy of it
Independent, advisor-led, and built to work with you
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Meet the team

What we hear from advisors

The friction comes from one of three things

Your growth has a ceiling you can’t see past

Your book is solid. But without marketing infrastructure, M&A access, or a team behind you, the next phase of growth is hard to see.

Pulling you away from clients

Compliance, operations, admin, technology — at a certain point, it crowds out the work that matters. 

Culture doesn’t fit how you work

You’d rather collaborate than compete. You want to specialize in what you’re best at instead of servicing a model portfolio handed down from above.

What Perigon provides

Our support structure

Transition support

A move is complicated. We’ve done this before, and we make the process as smooth as possible.

  • In-house transition specialists
  • Custodial transition support
  • Compliance oversight throughout
  • Technology and operations setup
  • Administrative and paperwork support
  • Executive oversight from day one

Platform and investment flexibility

Open architecture. We don’t ask you to abandon what’s working.

  • Preserve legacy strategies and existing client positions where it makes sense
  • Flexibility to serve clients across a range of investment approaches and asset levels
  • Support for values-aligned and sustainable investing strategies
  • Access to alternative investments where appropriate

Growth infrastructure

We invest in building your practice

  • Marketing and business development support, including digital content and social media
  • Thought leadership and speaking engagement support
  • Company, client, and COI event programming
  • In-house teams to support advisor recruiting and acquisition, adding advisory talent to build your practice

Intellectual capital

When your client’s situation is complex, you’re not working through it alone.

  • A collaborative team with genuine depth across financial planning, tax strategy, estate planning, and equity compensation
  • Cohort programs designed for knowledge sharing and next gen advisor talent development
  • Access to in-house CPAs and planning specialists

Questions we hear often

Our answers, not talking points

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Perigon is advisor-led. The firm’s resources exist to support advisors. You keep your client relationships, your investment approach (within platform capabilities), and your way of working.
What you gain is infrastructure and a team behind you.

Transition is handled carefully. Our transition team has done this many times, and the goal is continuity for your clients throughout the process. Clients follow their advisor when the relationship is strong and the transition support is specifically designed to protect that.

Perigon is in active growth mode, both organically and through M&A. That means the resources and capabilities are expanding, not static. If you’re thinking about the next decade of your practice, it’s worth understanding where the firm is headed.

It varies by the size of your book, the custodian relationship, and the complexity of your client base all affect timing. Our transition team will walk you through a realistic timeline early in the conversation.

There’s no universal minimum. We look at the full picture: the advisor, the client base, the stage of the practice, and the fit. If you’re curious whether it makes sense to talk, reach out.
Perigon is custodian agnostic. Our primary custodians are Schwab and Fidelity. We also have relationships with Pershing, Goldman Sachs, LPL, and other leading custodians. We’ll work through the specifics with you based on your current setup.

Independence doesn’t always solve the infrastructure or growth problem. If you’re spending more time on operations than on clients, or if you’ve hit a growth ceiling, it’s worth exploring what the right support structure looks like.