EXPERT PAYROLL, HR CONSULTING & BENEFITS ADMINISTRATION
EXPERT PAYROLL, HR CONSULTING & BENEFITS ADMINISTRATION
Helping independent financial advisors in all 50 states build and protect their practice.
EmployShare is a full-service payroll administration and human resources consulting company catering to independent financial advisors, providing tailored practice management solutions with a concierge feel.
You have worked hard to scale your financial advisory practice. You have moved from a one-person shop to a group practice. Your growth has outpaced your ability to effectively manage your business and service your clients. We work to seamlessly connect your business model to your financial practice in compliance with regulators such as FINRA, SEC, DOL, IRS and broker-dealer regulations.
EmployShare is approaching its third decade of helping independent financial advisors regain their administrative time back. We create and operate customized business models so you have more time to build your client base and know your practice is cared for. We are not just a “payroll” firm. EmployShare is your source for accessing a team of professionals at a controlled cost. We are your trusted team to safeguard all you’ve built. Backed by sharp employment acumen and insight into what you, as an independent business owner, need most.
A CLIENT’S PERSPECTIVE
Every year there is something that we need from you that we don’t need the next year. Having you in our back pockets is quite valuable.
Amazing listeners and I find that to be the most attractive quality. No one else listened to us – they just talked at us. We are really looking forward to working with EmployShare.
Yesterday was probably one of the more productive calls focused on protecting the business in a while! Appreciate your partnership and I have always seen the value of EmployShare being along the way in building my practice.
Do not concern yourself with pricing – as price and costs are only an issue in the absence of value.
Thanks for everything! So far, everything has been great. This is a major learning experience for me so I’m sure I’m driving them all nuts but they have been very nice and responsive about everything.
EmployShare is the only company that provides the comprehensive solutions and guidance I need to protect my practice, giving me more time to grow my business.
By far the easiest way to compliantly compensate my AFAs. We appreciate the set it and forget it approach.
We made the investment of engaging EmployShare because of some of the horror stories that have happened to colleagues as a result of employee litigation and complaints. We felt that we had to be proactive instead of waiting for something seen or unforeseen. EmployShare’s team has delivered what we needed and proven that they know our industry. We feel much better prepared and protected.
The team at EmployShare has demonstrated a keen knowledge of the financial services industry and the hurdles facing independent practice owners (that we often dangerously ignore or overlook). They provide best practices, safeguards and business foresight that give me a strong sense of security for my practice and my employees.
OUR MISSION
OUR MISSION
With you for every milestone of your journey as an independent business owner and employer.
We are dedicated to delivering exceptional payroll and human resource services that enhance organizational efficiency, compliance, and employee satisfaction. Our passion is to form true partnerships with our clients while providing expert guidance driven to simplify the complexities of human resources and payroll. We do this for hundreds of independent financial practice owners from numerous broker dealers, including RIAs and hybrid RIAs. We partner with each client to become their most valued resource to ease that administrative burden that accompanies the responsibility of being an employer.
We work very closely with many broker dealers, but we do not work ‘for’ the broker dealers. We are an advocate for our client. Our advice is based on many years of experience in the industry, our relationships with respected law firms in the industry, and our experience with government regulators at the Federal and State level.