Mission Statement

We work to advance the profession of financial advice by ensuring financial professionals have everything they need to deliver an Advice-Centric Experience®, where they can serve clients effectively at every stage of life. We value people as individuals and measure our success in the outcomes we help bring to life.

“Our mission is to transform the future of our profession by driving successful outcomes for clients through the delivery of the Advice-Centric Experience®, which envisions a profession driven by high-caliber, planning-based advice for clients, and is supported by tools, technology and consulting that is unmatched in this profession.”

- Adam Antoniades, CEO, Cetera Financial Group

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Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.