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The RIA firm with an
obsession for doing good.
FormulaFolios is an automated wealth management platform for independent financial advisors. The platform creates a beautiful experience for clients and allows financial advisors to grow their business more efficiently. 

Our services allow advisors to outsource non-client-facing tasks. This frees up time so they can take better care of existing clients, and help more new clients.

Help clients pursue investment goals without exceeding their risk tolerance.
Helping advisors better serve their clients starts with helping them better manage their clients’ money. That’s why we developed our asset management algorithms. 

By taking over responsibility for investment decisions and removing emotion from the process, our “robo-advisor for advisors” helps your clients pursue their investment goals without exceeding their risk tolerance. Since you’ll no longer have to actively manage money, you’ll be able to devote more time to acquiring new clients and running your practice.
What is Advisor: Evolved?
Advisor: Evolved is a live event that we are hosting at our corporate headquarters in Grand Rapids, Michigan. It is designed specifically for advisors looking for smart and modern ways to grow their advisory practice and serve more clients with freedom and ease. 

Top advisors from all over the country will be joining us to learn what’s new and what’s actually working RIGHT NOW to grow a successful and thriving advisory business in the Digital Age. Our goal is simple: empower the best advisors in our industry so they can easily grow their business and help more clients.

If you’re an independent financial advisor looking to build your dream advisory practice, this is YOUR event. Welcome home.


We provide scalable, predictable, and measurable marketing to generate leads.
Countless advisors have told us that their biggest challenge is finding new clients because traditional marketing methods like direct mail and dinner seminars just don’t work as well as they used to. That’s why we created the Retirement Wealth Digital Platform, which we offer exclusively to advisors that meet certain eligibility requirements. It’s a purpose-built program designed to reduce the amount of time and money advisors need to spend to attract new clients.

The Retirement Wealth Digital Platform is a digital hybrid marketing program that uses a low-cost combination of modern digital marketing, live educational classes, automated online workshops, and curated follow-up content to help you get in front of large groups of your ideal prospects.

Retirement Wealth Digital Platform
Retirement Wealth Digital Platform
We provide scalable, predictable, and measurable marketing to generate leads.
Countless advisors have told us that their biggest challenge is finding new clients because traditional marketing methods like direct mail and dinner seminars just don’t work as well as they used to. That’s why we created the Retirement Wealth Digital Platform, which we offer exclusively to advisors that meet certain eligibility requirements. It’s a purpose-built program designed to reduce the amount of time and money advisors need to spend to attract new clients.

The Retirement Wealth Digital Platform is a digital hybrid marketing program that uses a low-cost combination of modern digital marketing, live educational classes, automated online workshops, and curated follow-up content to help you get in front of large groups of your ideal prospects.
Financial planning that helps you win clients and scale your AUM.
Financial Planning team
We not only help our advisors meet new clients, but we also help them close business – especially large clients – through the services of our financial planning team. Because we serve hundreds of advisors, our team runs thousands of plans each year; they know what works, what doesn’t, and what high-value clients are REALLY looking for.

In 2018, advisors that utilized our planning team closed over $600 million in new AUM, combined, at an average of over $3.4 million per advisor – not including annuities or life insurance policies, which can be included in our plans when appropriate. Seasoned advisors landed dozens of clients and added over $15 million in new AUM to their books. Last year, 29% of all plans that were requested by our advisors converted the prospect into a client, with top advisors closing over 50% of prospective clients.*

Financial Planning team
Financial planning that helps you win clients and scale your AUM.
We not only help our advisors meet new clients, but we also help them close business – especially large clients – through the services of our financial planning team. Because we serve hundreds of advisors, our team runs thousands of plans each year; they know what works, what doesn’t, and what high-value clients are REALLY looking for.

In 2018, advisors that utilized our planning team closed over $600 million in new AUM, combined, at an average of over $3.4 million per advisor – not including annuities or life insurance policies, which can be included in our plans when appropriate. Seasoned advisors landed dozens of clients and added over $15 million in new AUM to their books. Last year, 29% of all plans that were requested by our advisors converted the prospect into a client, with top advisors closing over 50% of prospective clients.*
We help advisors evolve and future-proof their advisory business.
We hold various training sessions throughout the year to help our advisors and their teams sharpen their skills, improve their understanding of our technology and tools, and keep up with industry changes.
Doing Good
Doing Good is our annual conference for our advisors. It provides an opportunity to spend multiple days training with and learning from professional colleagues and key members of our team – and to do some good for the community hosting us by spending some time volunteering for a local charity.
FormulaFolios trading team
Doing Good Conference
Doing Good
Doing Good is our annual conference for our advisors. It provides an opportunity to spend multiple days training with and learning from professional colleagues and key members of our team – and to do some good for the community hosting us by spending some time volunteering for a local charity.
Advisor Academy Results in Advance Planning
Advisor Academy: Results in Advance Planning 
Named after our highly successful financial planning method, Results In Advance Planning is a training event designed for Series 65 licensed advisors that are interested in developing their planning skills. At the event, advisors learn directly from members of our financial planning team how Results in Advance Planning works and how they can implement this method. 
Advisor Academy: Results in Advance Planning
Advisor Academy: Results in Advance Planning 
Named after our highly successful financial planning method, Results In Advance Planning is a training event designed for Series 65 licensed advisors that are interested in developing their planning skills. At the event, advisors learn directly from members of our financial planning team how Results in Advance Planning works and how they can implement this method. 
Advisor Academy: Practice Optimization
Practice Optimization is an event designed for assistants and support staff. Training sessions cover paperwork handling, processing best practices, our internal practices and procedures, and related topics that help the attendees better support their advisors.
FormulaFolios Advisor Academy
FormulaFolios Advisor Academy
Advisor Academy: Practice Optimization
Practice Optimization is an event designed for assistants and support staff. Training sessions cover paperwork handling, processing best practices, our internal practices and procedures, and related topics that help the attendees better support their advisors.
Here are some of the results advisors are experiencing after making the switch to our platform:
Mike Lester
Mike Lester
Talon Wealth Management
  • ​   Got Series 65 license 3.5 years ago
  • ​   Talon Wealth brought in over ONE HUNDRED MILLION in assets last year (2017)
  • ​   Talon Wealth's fee-based book of business is now OVER $245 million dollars
  • ​   Growing by roughly $10 million per month, like clockwork
Wes White
Wes White
Patriot Wealth Management
  • ​   Started with $0 AUM in 2014
  • ​   Built a book of $55 million in AUM in 2.5 years
  • ​   Growing at $25MM per year
  • ​   A business that can be sold for $4-5MM dollars
Michael Kalisch
Michael Kalisch
Kalisch Private Wealth
“Since gaining access to the Retirement Wealth Academy Digital Platform, my personal goal of averaging $500k-1M per month in AUM is completely reasonable and attainable. I’ve closed significant AUM dollars all while doing the right things to help clients meet their goals, and the momentum is just starting.”
Surya Metzler
Surya Metzler
Newport Wealth Advisors
“The Retirement Wealth Academy has been a great platform to help align the interests of my audience and my business in an educational environment. This resource has allowed me to cut my marketing costs significantly and my most recent event has produced $2.1M in only 2 months, with the potential for an additional $2-4M from pending clients.”
Learn more by requesting your personalized web demo with our Business Development Team.
*Results from using the financial planning process
vary and no results can be guaranteed by using our program.
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