Membership Guide
Support Without the Strings
Sapphire empowers fee-only financial planners to enjoy the freedom and control of independent firm ownership—without the weight of running a business alone.
If you want the support and structure of tucking under a corporate RIA as an IAR while maintaining full control over your business and client experience, Sapphire delivers the best of both worlds. You get built-in compliance, best-fit technology, and a seasoned back-office team—all seamlessly integrated—so you can focus on what drives you, not what drains you.
Download the guide to discover how Sapphire’s powerful, plug-and-play RIA affiliation model gives you the time, energy, and focus to build your dream firm—so you can serve your clients exactly the way you’ve always envisioned.
Control Without Conditions
Discover a partner who supports your long-term success and gives you full control over your business, brand, and clients—without the conditions traditional corporate structures demand. Enjoy flexible partnership with no long-term contracts, and a non-compete that protects you, not the other way around.
Client & Back-Office Support
Explore how expert support and business coaching helps you run and scale your business, take time off, and plan for your firm’s future. Discover the end-to-end resources you plug into for client onboarding, billing, technology setup, and back-office operations.
Collaborative Growth
Learn how joining a vibrant support network can be a game-changer for your success. Experience the power of collective wisdom from a community of experts and peers—all committed to helping you grow and thrive.