Retire on Your Terms - Without Handcuffs or Headaches
You’ve spent decades building a successful practice. As retirement comes into view, you deserve a smooth transition that protects your clients, preserves your legacy, and rewards your hard work.
Your Terms, Your Timeline
At BRIA, we understand what’s at stake. Leaving your broker-dealer is more than a financial decision - it’s about ensuring continuity for the clients who trust you, while giving yourself the flexibility to step back on your own timeline.
Too many advisors get locked into restrictive deals, forced to choose between their independence and their peace of mind. We believe there’s a better way.
That’s why we help Florida advisors transition gradually into retirement - taking over the operational burden, safeguarding client relationships, and structuring an agreement that truly benefits you.
When you’re ready, you’ll know your practice - and your legacy - are in good hands.
See what your practice could be worth with BRIA Capital Group
Calculate your annual payout (75-90%) and practice value (3x gross revenue)
Enter your annual gross revenue (fees, commissions, etc.)
Ready to Learn More?
Get a confidential consultation to discuss your transition options
Schedule Your ConsultationNo pressure, no obligation - just clarity about your retirement options
This calculator provides estimates based on BRIA Capital Group's current payout structure. Actual terms may vary based on individual circumstances. Contact us for a detailed analysis.
What You’ll Gain with BRIA
Financial Security
Keep more of what you’ve earned with 75–90% payout depending on revenue.
Secure a 3× gross revenue payout when you’re ready to retire.
Operational Ease
We handle the heavy lifting: compliance, technology, and back-office support included.
Seamless transition for your clients, with the confidence that service and trust continue without disruption.
Dedicated support so you can spend less time on paperwork and more time planning your future.
Flexibility & Control
Transition at your own pace - retire now, or phase out gradually on your timeline.
Keep your independence with your own DBA, or operate under ours.
Move to fee-based management through Charles Schwab, giving you more options for your practice.
How We Help
Clients' Voices
Testimonials from our satisfied clients.
"Fin Advisory made filing my taxes a breeze. Their attention to detail and personalized service exceeded my expectations."
"I highly recommend Fin Advisory for their professionalism and expertise. They helped me navigate complex tax issues with ease."
"Fin Advisory provided me with valuable tax advice that saved me money. Their team is knowledgeable and dedicated to client satisfaction."
Why BRIA Capital Group
Frequently Asked Questions
We know the concerns that come up when leaving your BD. Here’s what you should know.
How long does the transition take?
Most advisors complete their transition in 30–90 days, but we’ll move at the pace that works best for you. Our team handles the logistics so you can focus on your clients and your retirement plans.
Will my clients stay with me?
Yes. Client relationships are central to your legacy, and our process is designed to make the transition seamless for them. We help you communicate changes clearly so your clients feel supported every step of the way.
What if I’m not ready to fully retire yet?
That’s completely fine. Many advisors choose to phase out gradually, continuing to serve clients while stepping back from daily operations. You stay in control of the timeline.
Are there hidden costs or long-term restrictions?
No. Our agreements are transparent and flexible. You keep 75–90% payout depending on revenue, with a guaranteed 3× gross revenue when you retire - without handcuffs or surprise costs.
Get Started
Ready to Retire on Your Terms?
Retiring from your BD doesn’t have to be complicated. Schedule a call today and see how BRIA can help you transition smoothly - without handcuffs or headaches.
We’ll listen to your situation, answer your questions, and give you a clear picture of how the transition could work for you. No pressure, no obligation - just clarity.
Schedule a Confidential Call
Testimonials
John Doe
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Jane Doe
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Phone:
(813) 270-9538
Main Office:
2044 Ashley Oaks Circle
Suite 102
Wesley Chapel, FL 33544
Email:
About BRIA Capital Group
BRIA Capital Group is an independent wealth management firm based in Wesley Chapel, serving clients throughout Tampa Bay and beyond. We provide tailored strategies in financial planning, investment management, and risk management - always with a fiduciary commitment to put our clients’ interests first.
We keep our practice intentionally focused, working with a select number of individuals and families so we can build lasting relationships and deliver highly personalized service.
In addition to serving our clients directly, we also partner with financial advisors nearing retirement who are seeking a smooth, flexible transition for themselves and their clients. By combining deep industry expertise with transparent, advisor-friendly terms, BRIA ensures both continuity and confidence in the next chapter.
