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Where advisors build amazing human experiences

Equip your firm with the expertise to navigate every interaction within your business

Meet Our Team

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Designed with your RIA-in-mind

Diminish the learning curve by utilizing leading advisor fintech and best practices crafted and implemented by our team

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Our Solutions

Carefully crafted to meet your business needs

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Virtual Assistance

Dedicated hourly implementation support for your biggest digital marketing, client servicing, and financial planning needs

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Collective Coaching

An extension of our virtual assistance service, you will be placed in a Nifty-led collective coaching group with other Nifty Advisors facing similar business challenges

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On-Demand Recruiting

Gain instant peace-of-mind with fractional recruiting when hiring and talent demands appear when you least expect it

Why is your ‘human experience’ important?

As a business owner, you, your employees and your clients crave amazing human experiences. The human experience molds our views of others, emotions, thoughts, beliefs, and decisions. Their experiences with your business effects their level of commitment to you as an employer or as their trust financial planner.

At Nifty, we’re passionate about the industry and the people who are in it. We bring extensive expertise in fintech, processes, and management to propel your business towards success. Everyday, we are elevating every touchpoint in the human experience to modernize advisory firms across the United States.

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Let’s Get Started!

Ready to become a Nifty Advisor?

Complete our questions

Complete your onboarding questions before the kick off call so you can prepare for the awesome partnership ahead.

01
Review our resources

Understand what we need from you and what you need from us to ensure a seamless onboarding experience.

02
Implement your ideas

Collaborate with us and watch the wheels turn. During this stage, we promote clear, constructive, and inclusive communication.

03
Analyze and realign

We’ll evaluate your successes and failures (both minor and major!) every six months to ensure we adjust to any significant business shifts.

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Why We’re Different

Understand why advisors choose Nifty

We Lead With Intention

We value knowing our people as much as we value understanding our work. With inventive solutions for clients and talent, you can trust that every recommendation and interaction will align with your business’s mission, purpose, and values.

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Our Firm is Your Firm

We place a strong emphasis on complying with state and SEC-regulatory standards for Registered Investment Advisors. We conduct thorough background checks and cybersecurity audits, in addition to maintaining fidelity bond, cybersecurity, and professional liability insurance. These measures are put in place so you are confident partnering with us every step of the way.

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Are You Ready to Meet Nifty?

Inquire with the firm that advisors trust

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Testimonials

Michelle and her Nifty Team bring their expertise and excellent communication skills to help us with our marketing needs. We deliver high quality and on time messaging and we would never be able to do it without them.

Matt Elliott, J. F. Williams Co., Inc.

Nifty is an excellent plug and play workforce solution. They were easy to work with and our support person did a great job for us.

Sheila Schmitt, Austin Wealth Management

Nifty helped with my most valuable resource: time. I loved being able to outsource tasks I knew had to get done but didn’t have the time for. Most important for me was offloading custodial paperwork an area they have great expertise in.

Brian Berkenhoff, CFA, Birch Investment

Nifty allowed me to utilize their paraplanners as an extension of my team without having to hire full time CFP(r) advisors.

Joe Laux, CFP®, CPWA®, CEPA, Silverhawk Financial

Teamwork makes the dream work!

Jeff Burrow, CFP®, AIF®, Sierra Ocean

Michelle is one of the most competent, proactive associates that I have ever met. She understands the mentality of a small business owner, since she is one, and is not afraid to roll up her sleeves. She has been an incredible help to Newbridge and I thoroughly enjoy working with her. I would recommend Michelle without reservation.

Vincent R. Barbera, CFP®, MSFS, Newbridge Wealth Management

Michelle was wonderful to work with, very talented, pays attention to detail, and kept us updated every step of the way. We asked Michelle to help us update some outdated deliverables and make some of our PDFs “sexier.” Michelle took our vision, added her design eye and expertise, and now we have awesome deliverables! We will use her services again in the future. Thanks, Michelle!

Chad Chubb, CFP®, CSLP®, WealthKeel

Nifty’s team helped me take the next step in building my business and I could not have done it alone. Without Nifty I would not have gotten to where I am now because I never would have been able to hire a full time team member from day one, I needed a flexible solution to fill in the gaps and allow me to grow into needing a full time role.

Andy Thomas, CPA, CFP®, Thomas Financial Advisors