Broker Check

Greminders CalendarA thoughtful Path Forward
Your legacy deserves more than a transaction

A succession partnership built to protect your clients, honor your life's work and create lasting opportunity for what comes next.

Begin a Confidential Conversation
Explore our Approach

SPFG Aquisition Partnership Continuity. Stewardship. Growth.

$490M*

Assets Under Management

*approximate as of August, 2026. This amount fluctuates with market conditions, client activity and other factors.

91%

Fee-based Business

2,000+

Households Served

4

Regional Offices

One relationship.
A complete financial life.

Our integrated capabilities allow your clients to move forward with the same personalized care - and more ways to solve what matters most to them. 

Our Story
The Milestones That Shaped Us

Creating spaces where greater possibilities emerge for our clients and our team.

Why Choose SPFG as your Succession Partner

Capacity for the future.
Respect for the past.

Proven track record

Six acquisitions complete. Thousands of client relationships successfully transitioned.


A repeatable process shaped by real-world experience.

Independent by design

Our advisors have the entrepreneurial flexibility to do what's right for their clients through fee-based and commission-based business.


While our Cambridge Investment Research, Inc. affiliation provides institutional-grade compliance and platform support.

Local roots, national reach

Proudly Mid-west based. With broad multi-licensing capabilities to serve clients wherever life takes them.


We understand the values, relationships, and community fabric that characterizes the clients you've served.

Talented team

With six experienced and next-generation advisors, and five client services professionals, our team is ready to serve complex and evolving client needs.


Every client will be met by a capable, caring and experienced professional. 

Modern operations

We've built the infastructure that empowers advisors to do their best work.


Technology and processes designed to make the client experience feel seamless.

Values that align

Integrity, stewardship and long-term relationships guide every decision.


At SPFG, we do what's right. We treat every person with genuine respect and hold ourselves to the highest ethical standards - not because compliance requires us to, that is who we are. 

Our Acquisition Philosophy
The principles that guide every partnership

Success is not measured only at closing, but in every client relationship that remains strong after it.


Client continuity first

Every decision begins with protecting the relationships and service experience you built.


Cultural compatibility

The right partnership should feel natural to  your clients, team and community.


Flexibility & customization

We shape the transition around your goals—not a rigid acquisition template.


Transparent communication

Clear expectations and candid dialogue keep the process moving with confidence.


Legacy preservation

Your name, values and client commitments deserve to carry forward.

A Clear, Collaborative Process

From first conversation
to confident transition.

Discovery
2-4 Weeks

Align on goals, culture, client needs and the future you envision.

Due diligence
4-6 Weeks

Review the practice carefully and identify what a successful transition requires.

Deal structuring
3-4 Weeks

Build an agreement that reflects value, timing and your preferred level of involvement.

Transition Planning
2-3 Weeks

Create the communication, staffing and client-service roadmap.

Closing & integration
3-6 Months

Move forward thoughtfully, with hands-on support for clients and team members.

A structure that fits your vision
There is no single right way to transition.

Full asset purchase

A complete transition with a thoughtfully designed client and team handoff.

Phased transition

A gradual path that allows you to remain involved on a timeline that feels right.

Equity partnership

Join SPFG's growth while retaining meaningful ownership and influence.

Hybrid structure

A customized combination shaped around economies, continuity and your desired role.

Meet Your Partners

Accessible leadership.
Personal accountability.

Clayton Shearer, CFP®

Clayton Shearer, CFP®

Managing Partner

Jason Brotsky

Jason Brotsky

Managing Partner

Beyond the Managing Partners
Meet the SPFG team

Get to know the advisors and professionals who bring the SPFG client experience to life.

Meet the Team

Your Next Chapter can begin with one conversation
Let's talk about the future you want to create

Schedule a Meeting

(316) 201-6760
info@spfgnow.com

2081 N. Webb Rd., Wichita, KS 67206