A Path to Grow & Serve Clients More Deeply
Build, Grow, Succeed—The Terra Way
Speak with a Founder | Learn how we help you grow, sell a portion and retain control, or transition your business and protect your legacy.
Scott Leonard, Founder & CEO
We Help Advisors Discover A New Way
"We built TerraWealth because we knew there had to be a better way—a firm created by advisors, for advisors. Our goal was to offer something unique: a platform where you can truly own your business, serve your clients with excellence, and have a stake in the company you help build. At TerraWealth, we’re committed to providing the autonomy, support, and enterprise value that advisors need to thrive in today’s financial landscape."
Founder Insights
Jeremiah Diamond
Founder & EVP of Business Development
Enjoy True Autonomy
David May
Founder & Chief Compliance Officer
Live Out Your Calling
Duane Morrow
Founder & Chief Acquisition Officer
I Refused to Join
Joshua Mauk
Founder & President
Own Your Book. Own The Firm.
A Platform Built by Advisors, For Advisors
So you can grow your business while serving your clients more deeply.
TRUE OWNERSHIP
At TerraWealth, we believe in giving advisors real ownership—of their book, their future, and even a stake in the firm itself. Our platform is designed to empower you with the autonomy and control you deserve, allowing you to build and grow your business on your terms while serving your clients with unparalleled dedication.
REIMAGINED COMPLIANCE
We’ve turned compliance from a roadblock into a cornerstone of success. At TerraWealth, our reimagined compliance processes ensure that you can build your brand, market yourself effectively, and serve your clients—all while staying fully compliant with industry regulations. It’s about saying yes while still protecting what matters most.
RETIREMENTS & SUCCESSION PLANNING
Your legacy matters. Whether you’re planning to retire or transition your business, TerraWealth provides a tailored succession strategy that honors the relationships you’ve built and ensures your clients are well cared for. We work with you to create a seamless transition, protecting your legacy while offering peace of mind.
FULL HYBRID
Experience the freedom of a full hybrid model that integrates broker-dealer, RIA, financial planning, and insurance services. TerraWealth’s platform gives you the flexibility to offer the best solutions to your clients without being tied down by restrictive product loyalties, enabling you to truly act in their best interest.
ROYALTY PROGRAM
Our Royalty Program is designed to reward advisors who help grow our distribution by recruiting advisors in conjunction with our M&A team. As you expand with TerraWealth, you’ll benefit from a program that offers consistent, ongoing rewards—creating an additional income stream that recognizes the value you bring to the firm.
EQUITY OWNERSHIP
TerraWealth offers you more than just a place to grow your business—we offer you a stake in the firm’s success. With our equity ownership opportunities, you’re not just an advisor; you’re a partner. As the company grows, so does your investment, aligning your success with the firm’s future.
ADVANCED TECH STACK
In today’s fast-paced world, staying ahead means leveraging the best technology. TerraWealth’s advanced tech stack streamlines your processes, enhances client interactions, and frees up your time to focus on what you do best—advising your clients. From cutting-edge digital tools to integrated platforms, we ensure you have everything you need to succeed in the modern financial landscape.
History Of TerraWealth
How We Got Started
TerraWealth was founded in the spring of 2021 by a group of experienced financial advisors who recognized that the traditional financial services model was no longer serving advisors or their clients effectively. Fueled by the challenges exposed during the COVID-19 pandemic, they set out to create a firm that combines cutting-edge technology with a client-centric approach. Built by advisors, for advisors, TerraWealth offers a hybrid model that champions flexibility, ownership, and support. Today, TerraWealth stands as a revolutionary platform that empowers advisors to grow, succeed, and build lasting legacies.
Book Now: Explore Our Platform
Explore Our Tech-Forward Platform and Discover How TerraWealth Can Elevate Your Practice
Ways to Partner
Grow your business while serving your clients more deeply.
Partner with us to Grow
Learn how we help you expand your practice with unparalleled support and cutting-edge tools.
At TerraWealth, we empower you to grow your business on your terms. Our comprehensive platform offers the flexibility, resources, and advisor-focused culture that allow you to take your practice to new heights while maintaining full control of your client relationships.
Sell a Portion & Retain Control
Unlock the value of your book while continuing to lead your business. With TerraWealth, you have the unique opportunity to sell a portion of your book, allowing you to realize some of its value now while retaining control over the rest. Our supportive environment and innovative platform provide the perfect partnership to help you focus on the areas that matter most to you.
Transition Your Business and Protect Your Legacy.
Protect your legacy and ensure your clients are well cared for. If you’re considering transitioning out of the industry, TerraWealth offers a smooth and respectful way to sell your business. We ensure that your clients are in good hands and your legacy is honored. Our experienced team will work closely with you to create a transition plan that aligns with your goals and secures the future for those you’ve served so well.
Executive Team
Scott Leonard
Founder & CEO
Joshua Mauk
Founder & President
Jeremiah Diamond
Founder & EVP of Biz Dev.
David May
Founder & Chief Compliance Officer
Duane Morrow
Founder & Chief Acquisition Officer
Emily Enriquez
EVP of Advisor Solutions
Annette McKeown
EVP of Technology & Marketing
What Advisors say about us
The collaborative environment at TerraWealth fosters continuous learning and improvement, enabling us to deliver top-notch service consistently. I am honored to be part of a team that is committed to excellence and dedicated to helping clients achieve financial success.
Dustin Wright
Independent Financial Advisor
It is amazing to see a start up company like TerraWealth have this exponential growth spurt in 2 years!! I'm glad to be a part of the journey!!
Narsing Kommireddi
Independent Financial Advisor
These are advisor testimonials. No compensation was given for reviews. Reviews were left on Google Reviews.
Frequently Asked Question
What to expect on your first call
Your first call with TerraWealth is an opportunity to connect directly with one of our executive founders. This conversation is all about exploring if we’re a good fit for each other. During the call, you’ll have the chance to ask any questions you might have about our platform, culture, and offerings, and we’ll learn more about your goals and what you’re looking for in a financial services partnership. If both parties feel there’s potential for a strong collaboration, we’ll schedule a more in-depth meeting with our executive team to dive deeper into how we can work together to help you achieve your objectives.
What does true ownership mean at TerraWealth?
True ownership at TerraWealth means you not only own your book of business, but you also have the opportunity to own equity in the firm. This means as TerraWealth grows, so does your investment, aligning your success with the success of the firm.
How does TerraWealth support advisors in growing their business?
We provide a full hybrid model that integrates broker-dealer, RIA, financial planning, and insurance services, allowing you to offer the best solutions to your clients. Additionally, our advanced tech stack streamlines your processes, freeing up more time for you to focus on client relationships and business growth.
What makes TerraWealth different from other financial services firms?
TerraWealth was built by advisors, for advisors. We offer true ownership of your book and a stake in the firm, giving you the freedom to grow your business on your terms. Our full hybrid model, reimagined compliance processes, and advanced tech stack empower you to serve your clients without the constraints of restrictive product loyalties.
How does TerraWealth handle compliance?
At TerraWealth, we’ve reimagined compliance to be a support, not a barrier. Our compliance processes are designed to help you build your brand and market yourself effectively while staying fully compliant with industry regulations.
What are my options if I want to transition out of the industry?
TerraWealth offers tailored succession and retirement planning strategies. Whether you want to sell a portion of your business, retain control, or fully transition out, we ensure your clients are well cared for, and your legacy is protected.
What technology tools does TerraWealth provide?
TerraWealth offers a cutting-edge tech stack that includes integrated digital tools, client management systems, and marketing automation platforms. These tools are designed to streamline your processes, enhance client interactions, and help you grow your business in a modern, efficient way.
How does TerraWealth approach succession planning?
We work closely with you to develop a succession plan that aligns with your goals, whether that means transitioning out of the industry, selling a portion of your business, or planning your retirement. Our goal is to ensure your clients continue to receive the same level of care and that your legacy is preserved.
Let's Decide if We're A Good Fit
Schedule a Conversation Today and Explore How TerraWealth Can Support Your Growth and Success.
A financial services company built by advisors for advisors. Leverage our Complete Hybrid Model: Full Broker Dealer & Full RIA, Financial Planning & IMO Insurance Services
This material is sourced from believed to be reliable sources. It is not intended to provide tax or legal advice and it is recommended to seek the advice of a tax or legal professional for your specific situation. Some of the content was created by TerraWealth for informational purposes only and does not reflect a solicitation for the purchase or sale of securities. By sharing your contact information, you are giving permission for the recipient to reach out to you using the methods specified.
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