FREE Sapphire Benefits Guide

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.

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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.

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Ready to take the next step?