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HOW WE HELP

Independent Financial Advisors Manage & Grow their Practice

Take your business to the next level.

When you join the World family, you become part of a powerful network of successful fiduciary financial advisors. Our unique collaborative culture and niche industry specialists offer the potential to provide better results for you and your clients.

Financial advisors share insights and best practices while leveraging our smart financial solutions and our home office team of support specialists. Your clients get a personalized experience from a local fiduciary financial advisor backed by the strength and resources of a national firm, the best of both worlds.

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Flexible Deal
Structure

Industry-leading asset and revenue-based acquisition multiples with the ability to maintain ownership of your business.

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Growth Acceleration Potential

Organic growth through cross-selling, corporate-level lead generation systems, and comprehensive sales enablement.

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Merging Health, Wealth, and Retirement

Offering financial solutions across the entire spectrum of a client's life creates an opportunity to expand wallet share while strengthening client outcomes and relationships.

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Holistic Advisor
Offering

Our hybrid (BD/RIA) platform was built by advisors, for advisors. Our support, compliance, and accounting teams understand your business. 

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Comprehensive Client Offering

Diversification of sub-business verticals within the financial services space to broaden our solution offering to advisors/clients.

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Premier
Technology

Leveraging the comprehensive tech stack of financial solutions we provide allows advisors to service clients efficiently, streamline onboarding, and reach more prospects. 

Become a part of
The World Network

When you join the World network as an independent financial advisor, you become part of a dynamic entrepreneurial family. Together, we push for personal and organizational growth by offering clients quality services from a trusted local advisor. Our structure and support enable you to grow your business, deepen relationships with existing clients, and attract top local talent. 

locations

professionals

K

clients in all 50 states

%

growth from 2018-2021

World Business Lines

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    Commercial Lines

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    Employee Benefits

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    Financial Services

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    PEO

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    Personal Lines

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    Surety

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    Payroll & HR

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    Wholesale Insurance

Pensionmark CEO Troy Hammond

Troy Hammond

CEO

Pensionmark President Michael Woods

Michael Woods

President

Pensionmark Executive Vice President Jennifer Tanck, Esq.

Jennifer Tanck, Esq.

Executive Vice President

Pensionmark SVP Neel Ray

Neel Ray

SVP, Corporate Development

Pensionmark VP Omar Ascha

Omar Ascha

VP, Corporate Development

Pensionmark Senior M&A Andrew Doering

Andrew Doering

Senior M&A Analyst

Realize the full potential of your practice