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H U M A N   R E S O U R C E S

In today’s world, labor laws and regulations are changing all the time. Expanding your practice involves expanding your liability. We help protect your firm from the ever-changing laws that affect your growing practice. Our HR services help small advisory firms with the tedious tasks associated with running their business. Our focus in HR allows you to spend more time growing your business and less time worrying about your employees.

Our services are triggered towards assisting with all your HR needs. We understand that growing your business takes time. We offer our HR services in two convenient options depending on your needs. Services are available on an hourly basis or an annual flat fee for firms needing ongoing support.


  • Third party fees are passed on to the advisor in kind

  • Advisors are required to be covered by Employment Practices Liability Insurance (EPLI)

Payroll Administration



Conducting Background Checks


Benefits Administration


Job Descriptions

Employee Handbook Creation

Policy Creation

Compensation Benchmarking

Labor and Industries Payments​ Assistance

Retirement Plan Establishment



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