FOR INDEPENDENT FINANCIAL ADVISORS

If Something Happened to You, What Would Happen to Your Clients?

You've spent your advisory career helping clients plan for whatever comes next. Now it's time to plan for your own future.

Business Continuity Solutions for Financial Advisors

As advisors, we help clients prepare for change every day, but too many of us don't plan for how change can affect our own practice. A sudden illness, disability, or unexpected life event can leave clients vulnerable and a practice without direction.

Fullerton-based Eclectic Associates offers business continuity solutions to independent financial advisors in Southern California. Whether you're thinking about what happens in an emergency or planning a purposeful exit on your own terms, we're here to help you plan confidently, for your clients, your business, and your future.

How We Can Help

Emergency Continuity Planning

Buy/sell agreements designed to protect your clients and your practice in the event of owner emergency, disability, or death. Plan for the unplanned so that your clients are never left without guidance.
Business Sale & Merger

Thinking about selling your practice or exploring a merger? We've navigated completed firm acquisitions and can help you structure a transition that honors what you've built.
Retirement & Succession Planning

When you're ready to step back, we can help you build a succession plan to protect your legacy, serve your clients, and support your retirement on your terms.
Continuity Agreements

Establish formal agreements that designate a qualified successor firm, ensure regulatory compliance, and give both you and your clients peace of mind.

About Eclectic Associates

Fee-only financial planning and investment management firm, founded in 1984
Based in Fullerton, California, continuously serving clients since our founding
More than 1,200 clients and $1.4 billion under management
Ten advisors plus a seven-person support staff
Strong leadership with 50+ combined years of industry experience
Ten CFP® professionals, four CFA® charterholders, and one MBA on our team
Deep ties to the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), including three FPA chapter past presidents
Internal succession plan now includes a fourth generation of firm ownership

Why Eclectic Associates?

We don't just advise on business continuity. We've lived it. Over four decades, we've developed buy/sell contingency agreements, completed firm acquisitions, and built an internal succession plan now in its fourth generation of ownership. We understand firsthand what it takes to build something lasting.

Our mission has always been to help people feel confident about their money and their future. Now we're extending that same commitment to select advisors who want continuity and confidence in their own business and retirement. When you work with Eclectic Associates, you're partnering with a firm that has taken continuity seriously for more than four decades.