Who we are
Strategic holding company of growth-oriented financial planners who value their clients, employees, independence and legacy
Arven acquires majority stakes in market-leading financial planners with excellent reputations and strong client-focused cultures. We are a team of experienced operators and successful investors, with a proven track record of transforming businesses into market leaders. We will bring fresh perspective on growth but also the energy and resources to execute on what you believe the business can become whilst you retain operating autonomy. We are not influenced by a predetermined investment horizon. We are in it for the long run.
What we believe
We believe in the power of combining the talent, entrepreneurialism, focus and creativity of independent advice firms with the capital and infrastructure of a larger firm without compromising their independence and what makes them a unique trusted advisor to their clients.
Continue to grow while securing your independence and legacy
Drive inorganic growth
Enable succession planning
Achieve more together
Our sole aim is to grow your business. There will be no other distractions. We are stewards of your legacy.
We are all in. This is our sole focus. We are fully committed to our collective success.