At our firm, we prioritize long-term success over short-term gains, fostering a culture that values sustainable growth and client well-being. Joining us means gaining access to a suite of industry-leading tools and technology, along with a committed and supportive team. We provide a flexible compensation structure, embrace the independent advisor model, and offer an open architecture with no proprietary products. Our commitment to work-life balance, comprehensive planning, and collaborative investment management sets the stage for your success. Take the next step with Mooney Lyons, where our team's expertise and comprehensive support infrastructure allow you to focus on what matters most – taking your professional journey to the next level.

Culture

Join an organization that prioritizes the path to long-term success over immediate short-term gains, fostering an environment that values sustainable growth and client well-being.

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Technology

Access a comprehensive suite of cutting-edge tools, including Black Diamond, Emoney, Riskalyze, Microsoft 365, Junxure, Morningstar Direct, and Social Security Analyzer, empowering advisors with the resources needed for effective implementation and client service.

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Team

Work within a team boasting an average of 10 years of experience at Mooney Lyons, allowing you to dedicate 100% of your time to business growth. The skilled staff provides support in planning, trading, tax advice, compliance, licensing, scheduling, and account opening.

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Compensation

Leverage the partnership with Osaic (Triad Hybrid Solutions) for a cost-effective operational solution. Choose from one of three compensation models tailored to your specific needs, providing flexibility and transparency.

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Independence

Embrace the independent advisor model, ensuring the ability to serve clients in a fiduciary role while maintaining ownership of your growing book of business.

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Products

Emphasizing an open architecture, Mooney Lyons avoids proprietary products or services, providing advisors with the flexibility to choose the best solutions for their clients.

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Lifestyle

Create a business that promotes and supports a healthy work-life balance, recognizing the importance of personal well-being alongside professional success.

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Office
Support

Office Support

Rely on a dedicated support system, distinct from the team, to streamline administrative tasks and enhance overall efficiency.

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Compliance

Offload compliance burdens by utilizing the expertise of the staff and Corporate RIA, enabling advisors to concentrate on activities that drive new business.

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Fees

Capitalize on the negotiated contract and fee structure to reduce insurance, trading, and miscellaneous fees, maximizing the financial efficiency of your practice.

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Marketing

Tap into the organization's experience, relationships, and established processes to optimize the return on your time and financial investments in marketing efforts.

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Succession
Plan

Succession Plan

Benefit from a built-in succession plan for your business in the event of death, disability, or retirement, ensuring a smooth transition and continuity of client service.

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Planning

Align with a firm that recognizes the significance of planning in the future of the business, with processes and staff dedicated to supporting comprehensive financial planning.

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Investment
management

Investment Management

Engage in an Investment Committee approach, utilizing both internal and third-party managed solutions, providing a collaborative approach to investment decision-making.

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Growth
Platform

Growth Platform

Everything within the organization is structured to enable advisors to focus exclusively on the growth of their business, minimizing distractions and optimizing strategic expansion.

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Trading

Utilize an automated platform to ensure that all trades are executed in the best interest of clients, enhancing efficiency and compliance with fiduciary responsibilities.

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Let’s work together

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Which of the following are most important to you?

Company Culture

High-end technology

Team

Compensation

Independence

Open Architecture

Work/Life Balance

Office Support

Compliance

Fees

Marketing

Planning

Succession Planning

Investment Management

Growth

Trading

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Mooney Lyons

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Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities.

This communication is strictly intended for individuals residing in the states of:

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