Our Clients

We work with small to mid-sized financial advisors nationwide.

Many of our clients have gone the “employee” route only to find it frustrating, time consuming and costly (see our Employee vs. Outsourcing page).

  • Advisors come to us because they dread spending their day filling out forms or their plate is so full that they forget to perform tasks, like following up on an account opening or checking on a transfer, making sure a client’s beneficiaries were updated or hanging on the phone with custodians all day.
  • Some are looking for a stepping stone to a much larger vision but need some help to get there.
  • Others are larger firms that want help without having to add another employee.
  • No matter what their reason, they all come looking for a solution that will allow them the freedom to pursue their dreams and vision for a growing business without the costs of hiring, training and maintaining an employee.

Whatever your reason, we invite you talk with us to find out how we can help be a part of
making work-life dreams come true.

Schedule a DISCOVERY call

What Our Clients Are Saying

“Deciding to work with Total Office to support our clients and our staff is one of the best business decisions we’ve made. Our team at Total Office is responsive, professional and knowledgeable.”

Jim Corbeau, MBA, CFP®
Springwater Wealth Management, LLC.

“Total Office has been a game-changer for us. They’re professional, well versed in our tech stack, paperwork wizards, and think strategically and critically. We wouldn’t have been able to accept the volume of new business that signed on over the past couple of years without them!”

Ashlee deSteiger, CFA, CFP, CPA
Gunder Wealth Management, LLC | Founder & Financial Advisor

“Our team at Total Office is efficient, reliable and a pleasure to work with! They have been a key factor in our ability to more than double the size of the firm, and we are so grateful to have them.”

Sara Stanich, CFP®, CDFA®, CEPA
Founder | Cultivating Wealth

I sought out Total Office, Inc. when my financial advisory business was growing to the point that I needed to hire new additional resources to handle the increased workload. There were many choices and decisions I needed to address – should I hire my own W2 employee or outsource through an agency like Total Office? Should my new team member be onsite or work virtually? After weighing my options, and hearing raving compliments from current Total Office financial advisor clients, I decided to hire Total Office to provide virtual support to my business.

Hiring Total Office, Inc. has been a great choice for many reasons:

  1. My Total Office assistants work as a team. So, if an assistant is out for vacation, sick time or other absences, another team member steps in to cover.
  2. Since my Total Office assistants are experienced working with financial advisors, there was very little training needed since TOI was already familiar with how a financial advisor business should operate.
  3. My Total Office assistants share “best practices” with me that they have learned based on their years of experience.
  4. The TOI team has built workflows for my business to help standardize operations.
  5. Reducing my time working by delegating back office work to my TOI team.
  6. TOI has helped my firm become more profitable – the hourly rate I pay TOI is significantly less than the value of my time spent working on client issues and technical issues.

Jon Munson
Montlake Financial Services, LLC.

We looked into virtual back-office options and came to Total Office after having several traditional back office employees not work out.  We were tired of training staff over and over again and wanted to focus on building our business and being with clients…NOT managing the paperwork!  With Total Office, our account lead (Kelly G.) had years and years of experience.  She plugged into our operation seamlessly and allowed our firm to grow without having to think about or manage the back office part of our business.  For a firm that is looking for a flexible solution that can let you focus on being an advisor (and outsource most of your behind-the-scenes operations), Total Office is a great solution.  I would wholeheartedly recommend them!

Thad Gilliam, CFA, CFP
Partner, Verisail Partners

“As my client base grew, I found myself up to my ears in all manner of back-office service requests. I dreaded the prospect of having to hire, train and supervise employees, so when I learned about Total Office, I jumped at the opportunity. Total Office has taken all this off my desk, giving me more time to spend with clients as well as pursue writing. I couldn’t do it without them.”

Phil DeMuth
Author and Managing Director at Conservative Wealth Management, LLC

“Total Office has allowed me to delegate back-office tasks and focus on marketing and growth. They’ve been with me step-by-step through this journey of building and scaling my firm and I trust them to get things done the right way. Had I not partnered with Total Office, my firm would likely be stuck in neutral. Best of all — I like everyone at Total Office! They’re good people and I love that they’re on my team.”

Patrick King, CFP
Founder, Prana Wealth

Ready to get started?

Simply schedule a discovery call and you’ll be on your way to a whole new way to get things done!

Schedule a Discovery call