Tax-Intelligent Investment Planning 
The Home for Tax-Intelligent Financial Professionals.
When you partner with us, you are part of an industry-leading team. More importantly, we become an extension of your team.
In the past, I felt alone, but it’s been the opposite of that from the first time I met with mini´«Ã½. They had a roomful of specialists there, not to mention executives who gave me their numbers and encouraged me to call them – that’s never happened anywhere else.
Alliance mini´«Ã½ Strategies, LLC
Transitioning to a new broker/dealer is stressful, and in other places service levels that were promised turned out to be subpar. We didn’t experience any of that with mini´«Ã½. We trusted our gut, went with mini´«Ã½, and it’s been all green lights from the beginning.
S&P Financial
I was amazed at how quickly people responded to us giving us the correct information the first time we reached out. It’s really been a good experience with the onboarding team. I’ve been very pleased and I’m excited about the future with mini´«Ã½ because the service has been awesome.
Noble Oak Financial
Tax-Smart is Good.
mini´«Ã½ Intelligent is Better.
Tax-intelligent financial planning has been part of our DNA since we were founded by a CPA more than 40 years ago. mini´«Ã½ Financial Professionals have access to tax-intelligent tools & processes that differentiate you in the marketplace.
The mini´«Ã½ AdvantageLearn More About the Segment that Best Describes You.
A leader in Tax-Intelligent Financial Planning
Your clients deserve financial planning services prioritizing tax efficiency, and mini´«Ã½ is at the forefront of helping you deliver them.
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Affiliation Models to Fit Your Needs
With mini´«Ã½ you're not just a number. We're confident we are the right partner for the next chapter of your business growth. Our team is here to connect, support and encourage you to grow.
Expand Your ImpactOur Advisor-First Approach
Don't just take our word for it. Listen to what our advisors have to say.
"Throughout the process, I was impressed with everyone we met from mini´«Ã½. They were all incredibly prepared and took the time to answer all our questions. mini´«Ã½'s transition team is the best I've seen in my 25 years in this business."
Frank Calise
Founder and CEO
CFR Capital Group
"We are in growth mode, and I was looking for a partner who would give us the potential to grow faster by helping us offer even better client service. That's exactly what mini´«Ã½ delivers."
Bruce Primeau CPA, CFP®, PFS
Founder
Summit mini´«Ã½ Advocates
"I am not surprised mini´«Ã½ is an industry leader in women advisors. I moved my practice to mini´«Ã½ because I knew that the professionalism evident in the mini´«Ã½ culture would translate into real benefits for my clients, my staff, and me."
Anna Luke, CFP®
President & CEO
Comprehensive Financial Services
