About – MarketShare Financial

About

At MarketShare Financial, we believe exceptional advisor support begins with exceptional relationships. As an employee-owned organization, every member of our team is personally invested in helping independent financial advisors build stronger businesses, deepen client relationships, and achieve lasting success.

Mission

To empower independent financial advisors through trusted partnerships, exceptional service, and innovative solutions that strengthen their businesses and enrich the lives of the clients they serve. We are committed to fostering a culture of Community, Collaboration, and Cultivation, while operating with integrity, accountability, and an unwavering commitment to excellence.

Vision

To be the premier partner for independent financial advisors by building a thriving community where advisors, employees, and strategic partners grow stronger together. Through meaningful collaboration, forward-thinking innovation, and a commitment to cultivating long-term success, we help advisors confidently navigate change, elevate the client experience, and build enduring enterprises for generations to come.

Our Core Philosophy

Community. Collaborate. Cultivate.

These three principles define who we are and how we serve.

Community – We build meaningful relationships that connect advisors, employees, and strategic partners, creating a network where everyone is stronger together.
Collaborate – We believe the best outcomes come from working alongside our advisors, sharing expertise, ideas, and resources to solve challenges and seize opportunities.
Cultivate – We invest in the continuous growth of our advisors, our people, and our organization, creating long-term value for every relationship.

We combine the strength and resources of an established enterprise with the responsiveness of a dedicated partner—creating an environment where every advisor is known, supported, and valued. Whether you’re growing your practice, planning for succession, or navigating new opportunities, our team is committed to helping you succeed through the power of Community, Collaborate, and Cultivate.