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"The idea of forming my own RIA, building out our multi-family office platform and conducting due diligence on private investment opportunities, while trying to grow my business, was a lot to take on. By partnering with Third Seven Advisors, I have access to their due diligence team, Investment Bank, and expertise that I couldn't form on my own. I can now leverage the existing Third Seven Advisors relationships and services to attract more client assets."

Shuvam Bhaumik, Boston

One Beacon St, 32nd Floor
Boston, MA 02109
917-446-0514
www.sbipfo.com

 

"Joining Third Seven Advisors gives me the resources I need to go above and beyond for my clients and their next-generation family members. With the support of the Third Seven Advisors team, I can focus on growing the business for myself, not by myself. I am so looking forward to this next chapter and am proud to be a part of the team."


Tracy Ann Miller, Oklahoma City

5708 NW 135th St, Suite B
Oklahoma City, OK 73142
405-470-0359
www.thirdsevenadvisors.com/tracyannmiller

 

"We help our clients by looking at the whole picture and using a total wealth management approach. We recognized early on that having access to Third Seven Advisor's curated, direct investment platform in combination with its unique business consulting and growth program would accelerate the growth of my business."

John Terrill, Oklahoma City

12036 N. May Ave
Oklahoma City, OK 73120
405-254-3900
www.SynergyAdvisorsGroup.com