Indivisible Partners – a privately-owned independent advisory firm – announced the launch of its company while responding to the changing expectations and needs of financial advisors and clients. This firm was built around a common purpose — empowering advisors to help clients achieve their desired outcomes by focusing on quality decision-making and redefining the wealth advisory experience.
Indivisible Partners also welcomes Woodring I LeRoy Capital Advisors, a New York-based practice with over $640 million in client assets to the company. Headed by Founder Partners Lee Woodring, CPWA, CIMA, CEPA, CPFA, and Robert LeRoy, CFA, CEPA, the dynamic four-person team is dedicated to Indivisible Partners’ core values to provide the highest level of client care through a fiduciary standard.
At the center of Indivisible Partners is an unwavering commitment to enhancing the advisor-client relationship through a more transparent and collaborative approach that puts clients’ interests first. And with a focused investment in people, process and technology, the firm seeks to challenge the status quo by enabling its advisor teams with a comprehensive, outcomes-based model that redefines advice as the quality of financial decisions advisors help clients make in pursuit of their desired financial outcomes.
Indivisible Partners offers its select advisors the autonomy, flexibility, and support they need best to serve their clients’ ever-evolving and increasingly complex needs. And advisors at Indivisible Partners will have access to comprehensive client solutions, family office services and an innovative technology platform where advisors can curate a highly tailored experience for their clients. The firm aims to make it easy for advisors to run their practices so they can spend time on what truly matters–engaging with their clients.
At Indivisible Partners, the firm offers a new compelling economic proposition to a select group of entrepreneurial wealth advisors to own their practice 100% and participate in the success of Indivisible Partners through equity ownership. And the firm’s structure fosters an environment where advisors have more control over their practice and have access to high-touch services and expansive solutions that include an innovative technology platform built for efficiency and client collaboration.
The firm was built to act as an accelerator for the industry’s top financial advisors and independent RIAs looking to elevate their practice by providing the scale and resources of a large firm within a boutique, entrepreneurial environment. And through Indivisible Partners’ unique model that takes a multi-generational approach to advisor talent, the firm supports financial advisors through their full business lifecycle, from transition to growing and scaling their practice and eventual legacy through succession.
Headed by industry veteran John Thiel and a team of purpose-driven founders, Indivisible Partners’ leadership team are seasoned wealth management professionals who deeply understand today’s advisors’ evolving challenges. The firm’s founding team brings extensive industry operational experience in leading top wealth management firms, delivering enhanced client experiences and growth at scale. They have a lengthy track record of adding measured value to top-tier advisor teams while pursuing an advice approach centered on client outcomes.
KEY QUOTES:
“We have seen firsthand from advisors and clients, the need for a new, nimble, and adaptable advisory model has never been more critical. Advisors are our industry’s greatest asset, and more must be done to support them. Our firm was founded to give advisors the resources and independence they need to provide objective advice that is always in their client’s best interest.”
“We believe clients deserve more. Clients are looking for more than just financial advice—they want a trusted partner who genuinely understands their lives and future goals and puts their interests first. The Indivisible Partners leadership team believes that if we invest in the advisor and client relationship, we can create a new advice experience, one client at a time.”
– John Thiel, Founder and Executive Chairman of Indivisible Partners
“As we surveyed the current wealth management landscape and looked at not only the next phase of our career and business, but also the best interests of our clients, Indivisible Partners’ freedom to deliver a tailored, family office experience to our clients was extremely compelling to us. The future of the RIA industry will be the world of the entrepreneurs which Indivisible Partners is championing. Our decision to join Indivisible Partners was driven by a shared commitment to achieving greater professional independence, embracing fiduciary principles, and enhancing the value we deliver to our clients.”
– Woodring and LeRoy
