3 min read

Independent Financial Group Aligns with Succession Resource Group

January 16, 2017

3 min read

Penn Mutual Aligns with Succession Resource Group

March 16, 2016

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Silver Oak Securities and Succession Resource Group Partner to Expand Succession Resources for Advisors

January 21, 2016

3 min read

Succession Resource Group Set to Contribute to Upcoming Financial Services Institute Symposium

October 15, 2015

6 min read

LPL Financial Announces Vendor Affinity Program & Inclusion of Succession Resource Group

August 25, 2015

3 min read

Financial Advocates & Succession Resource Group Partner to Expand Acquisition/Succession Resources for Advisors

August 26, 2014

3 min read

SRG Announces Partnership with SCF Securities

January 29, 2014

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Don McLaughlin Joins SRG Team

January 27, 2014

2 min read

United Planners & SRG Partner

May 24, 2013

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Experience Advisor Teaming Opportunity

March 22, 2013

Independent Financial Group Aligns with Succession Resource Group

FEATURED

Shore Group Advisors and Butler Associates Financial Planners Merge to Support Growth, Succession, and Client Continuity

Guy Littlefield

Portland, OR / March 5, 2026 / Succession Resource Group, Inc. (SRG), is pleased to announce

Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value

Gun Park

Portland, OR / February 4, 2026 / Succession Resource Group, Inc. (SRG), a leading consulting firm dedicated

The Succession Resource Group 2026 Advisor M&A Report

Gun Park

Portland, OR – February __, 2026 – Succession Resource Group, Inc. (SRG)Succession Resource Group, Inc. (SRG)

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