Success Is Within Reach
Transition Consulting With
Meet Grier
I help advisors navigate and understand the process of starting an RIA and assist them with the administrative and operational aspects of transitioning a current book of business.
Capitalizing on my unique background and years of experience, I’ve developed a comprehensive list of things that every advisor should be considering, researching, and executing during the due diligence and planning process.
What Grier Specializes In
Starting or Joining an RIA Consulting
Transferring Assets Quickly & Efficiently
Data Manipulation & Preparation
Training & Educating Advisors & Staff
Customizing a Game Plan
Providing Resources for Future Success
The Journey Towards Independence Begins on the
Path of Preparation and Education.
Begin Your Journey Today.
Testimonials
“Grier and her team at Advisor Transition Services were instrumental in my recent breakaway from a large firm to my own RIA. Grier’s extensive knowledge around service and admin related issues made for a clean transition, that allowed me to spend those crucial, initial hours with clients rather than processing paperwork.”
Jordan Alhadeff
Murray Street Capital Advisors
“I couldn’t have made the transition without Grier and her team. She guided me through a very painful situation and I am forever grateful.”
Charles Capasso
Capasso Planning Partners
“Grier and her business ATS helped me immensely through my transition of leaving my prior RIA firm to start my own small fee-only RIA firm. She and her team were quick, responsive, and able to adjust to the oddities that each transition has, and my transition was no exception.”
