(MENAFN- News Direct) Thrivent Advisor Network, the independent platform for purpose-driven advisors with shared values, has welcomed Perspective Financial Services as its 25th affiliate. Established in 2019, Thrivent Advisor Network combines the resources and flexibility of a hybrid RIA business model with the benefits of a collaborative community of advisors and business owners who are driven by their beliefs and values.
Perspective Financial Services was founded in 2003 by Mike McCann, CFP®, AIF®. The Phoenix-based firm has focused on building long-term client relationships through two-way communication and time-tested investment strategies. It currently has $230 million in client assets under management.
“At Thrivent Advisor Network, we're focused on helping independent wealth advisors run profitable and purposeful businesses, and we provide services that help advisors streamline their processes, focus on their clients and achieve meaningful growth,” said Carolyn Armitage, President of Thrivent Advisor Network .“We wholeheartedly welcome Mike McCann and the full Perspective Financial Services team to the Thrivent Advisor Network. Over the past two decades, Mike and his team have differentiated themselves by focusing not only on achieving their clients' financial goals, but also on improving clients' lives and having a positive impact on their communities.”
McCann founded Perspective twenty years ago as a sole proprietorship, with the goal of helping his clients navigate the uncertainty of the markets and the economy. The firm grew rapidly and steadily, and today its team of eight is entirely client-facing and client-focused.
“We conducted a deliberate and extensive search for a strategic alliance that could support our growing operations and technology needs,” said McCann .“More importantly, we also needed a partner firm that would align with our values and treasure the client experience in the same way we do. Thrivent Advisor Network's unique structure provides that for us. We're excited about our continued growth, with Thrivent's broad operational support and the strength, flexibility and autonomy Thrivent offers.”
Perspective Financial Services is the latest firm to have joined Thrivent Advisor Network. Thrivent Advisor Network prides itself on building a community of like-hearted advisors who all serve their clients, employees, and communities with compassion.
About Thrivent Advisor Network
Thrivent Advisor Network is a registered investment advisor (RIA) and a wholly-owned subsidiary of Thrivent--a diversified financial services organization with 120 years of service. Launched in 2019, today Thrivent Advisor Network comprises 25 advisor businesses managing over $5 billion in assets under management.* Their community of independent-minded advisors is passionate about helping clients achieve financial clarity and value collaboration with other advisors who share a commitment to a greater purpose. Thrivent Advisor Network provides a suite of comprehensive solutions designed to help advisors lead successful businesses with a goal of improving people's lives and having a positive impact on their communities. For more information and important disclosures, visit thriventadvisornetwork.com or find them on linkedin .
*Thrivent Advisor Network filed its annual Form ADV in March 2023, prior to Perspective Financial Services joining the platform.
More information about Perspective's team, financial planning services, and investment strategies can be found at .
Investment advisory services offered through Thrivent Advisor Network, LLC., a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at thriventadvisornetwork.com . Thrivent Advisor Network, LLC's Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit investment adviser public disclosures or finra's broker check for more information about our Advisory Persons.