Are You an Experienced Advisor Without a Retirement Succession Plan?
Transition on your terms – with confidence and support
6%
1 in 3
Schedule a Confidential Conversation
At Magellan Financial, we understand that stepping away from a career built on relationships, trust, and decades of service isn’t a decision made lightly. That’s why we’ve created a succession planning experience that honors your legacy, supports your clients, and gives you full control over the timeline.
Whether you’re 5 years out or ready to begin transitioning now, we offer a structured, advisor-centric path that helps you prepare your book of business for a smooth, thoughtful handoff.
Why Join Magellan Financial?
Transition on Your Timeline
No pressure. No deadlines. You decide when and how the transition unfolds—with a written plan that reflects your goals, values, and client relationships.
Continue Building While You Plan
You’ll have access to Magellan’s full planning infrastructure, estate planning process, and operational support, so you can keep growing and enhancing the value of your practice while preparing for what’s next.*
Protect Your Legacy
We’re one of the rare teams with fourth-generation client relationships, rooted in Allentown since the 1940s. Your clients will be cared for by a team that values continuity, trust, and long-term stewardship.
Advisor-Centric Culture
You won’t be absorbed. You’ll be supported. Our team collaborates with you to honor your client relationships and aims to ensure a smooth experience for everyone involved.
*Wells Fargo Advisors Financial Network is not a legal or tax advisor
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals, and how can we support them? When something is going on in their lives, how can we be there for them?
What Succession Looks Like at Magellan
- A written transition plan tailored to your timeline
- Collaborative onboarding with our planning and estate planning strategies team
- Access to operational and client service support
- Optional mentorship for your successor
- A team culture that treats your clients like family
Let’s Talk About Your Next Chapter
Whether you’re ready to begin succession planning or simply exploring options, we’re here to listen. Let’s have a confidential conversation about how Magellan Financial can help you transition with clarity, confidence, and care.
Schedule a Confidential Intro Call.