The Nationwide Planning Difference

Making The Move

Growing Your Practice

The Nationwide Difference

Helping you reach new heights in your business

Whether you need full-spectrum “wirehouse” support or are ready for full independence (or even if you’re looking for something in between), Nationwide Planning has a business model specially designed to meet your needs. As a full-service, privately-owned, independent broker-dealer, Nationwide Planning has both the freedom and the flexibility to focus on the specialized needs of our financial advisors and their clients.  Whether you choose to operate as an Independent advisor, an Employee Advisor, or somewhere in between, we are committed to your long-term success and will provide you with all the resources necessary to take your business to the next level:

  • Five Affiliation Programs:
    As a Nationwide Planning advisor, there are (5) different ways to affiliate:
  • You Own Your Business:
    We have a very simple philosophy: Our advisors own their businesses. From our no-handcuffs employment policy to our wide range of best-in-class non-proprietary products, to a flexible open-architecture technology and product platform that can support a remarkable range of advisor business approaches, our “advisor-as-owner” philosophy permeates every facet of our firm and respects and maintains the portability of your business.
  • Your Growth is Our Growth:
    At Nationwide Planning, we believe that with the right combination of firm-supported business development programs to assist them, advisors should be able to consistently improve the quality and breadth of their practices year-after-year—regardless of the market environment. With that specific goal in mind, we’ve designed an entire suite of user-friendly advisor resources and services specifically geared to help our advisors grow their businesses.
  • An Open-Architecture Platform:
    Our state-of-the-art open architecture platform was carefully designed from the ground up by a Nationwide Planning management team comprised largely of experienced advisors to meet the diverse demands of successful independent advisors. From the broadest selection of investment and insurance products, to a library of fully-integrated advisor productivity and financial planning tools and our award-winning investment analysis and execution platform—NetX360, we arm our advisors with the best products and cutting-edge technology available today.
  • An Advisor-Centered Culture:
    As our advisors will gladly tell you, Nationwide Planning is a firm run by advisors for advisors and everyone has one common mission: to maximize advisor-client satisfaction and help our advisors grow their businesses. At Nationwide Planning, we see no reason to construct artificial barriers to advisor departure such as forgiveable loans and client non-solicitation clauses in contracts. Advisors come to Nationwide Planning and stay here because they value an environment that supports them and fosters the long-term growth of their business.
  • Our Professional Referring Partner Program:
    Our advisors can benefit from a special “centers of influence” networking program which attracts attorneys and accountants by enabling them to earn fees by referring their clients to our full-time financial advisors. This Nationwide Planning “Referring Partner Program” is one of most popular business development resources.
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"I was an independent advisor with another broker-dealer and realized that I needed a firm that provided more support, practice management, and business development assistance.  Nationwide Planning gave me the perfect solution. With their Hybrid Advisor model, I get a high payout with excellent support in one package."


Eric Bicknese
Sr. Financial Advisor
New York, NY