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Welcome to Drejza & Associates

Welcome

At Drejza & Associates, we work as consultants for financial advisors, broker dealers and RIA's. With countless successfully completed acquisitions and affiliations, we provide expertise in many areas including succession planning, acquisition opportunities and due diligence for preferred platforms with a focus on hybrid and independent broker dealers. We also work with strategic partners that can assist with practice development, coaching, marketing, insurance, transitions, health benefits and other areas of need for advisors and their practices. Whether it’s helping to recruit and build an organization or assisting with finding acquisitions or a new broker dealer, we will save time and money with our experience and knowledgeable advice. We work with firms all over the United States with the ability to provide substantial capital to advisors and groups looking to build or make a change.

For Advisors:

For RIA and Broker Dealer clients:

*We can help you with succession strategies for both buyers and sellers of practices through identifying and introducing qualified candidates, protecting both your clients and your practice.
*Through our strategic partners we can assist with succession and
practice development, coaching, marketing, insurance, transitions, health benefits and other areas of need for advisors and their practices.
*We are an independent consulting firm that assists advisors who have an interest in looking at broker dealers, hybrid and RIA alternatives.
*We can help you find your ideal B-D in terms of size & culture, product mix & clearing platforms, technology and payout.
*We work with the top firms in the financial services industry including independent broker dealers and RIA platforms as well
as employee and banking platforms.

For RIA and Broker Dealer clients:

We can increase advisor candidate lead flow for B-Ds and RIAs by identifying and referring quality established financial advisors.
*We work side by side with our client firms supporting the entire recruiting process and leveraging their resources.
*Assist firm's Business Development Department, helping them to reach and hopefully exceed their recruiting growth goals .
*Assist client firms with qualification and background information of referred candidates to save on time, money and to help avoid uncorrelated advisor candidates.
*Work with client firm's larger producer groups - helping the builders to build their organization.

About Us

Jeffrey S. Drejza Founder & President Birmingham, Michigan

As a 39-year veteran of the financial services industry, Jeff brings a wealth of experience and knowledge to the advisor- client looking for help in the area of succession and business development. Using a consultative approach, he has been directly involved in all aspects of business development, including the strategic and tactical components of recruiting plans and succession strategies with both corporations and independent businesses within the industry. He has been a business development specialist with AIG Advisor Group and Raymond James Financial Services and now as an independent consultant with Drejza & Associates, the firm he established in 2011. With countless successfully completed acquisitions and affiliation, he has worked with the entire spectrum of firms and is able to leverage that experience to help advisers for solutions for the advancement of their practices. Because of the commitment to family and community he has been actively involved with helping in many areas from sports with children to helping those with fewer advantages in the Detroit metro area.

248-705-3019
jeff@drejzaandassociates.com
Drejza & Associates, LLC

Welcome to Drejza & Associates

Welcome to Drejza & Associates

Welcome

For Advisors:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

About Us

Jeffrey S. Drejza Founder & President Birmingham, Michigan

Drejza & Associates, LLC

Contact Us

Drop us a line!

Drejza & Associates

Welcome to Drejza & Associates

Welcome to Drejza & Associates

Welcome

For Advisors:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

For RIA and Broker Dealer clients:

About Us

​Jeffrey S. Drejza Founder & President Birmingham, Michigan

Drejza & Associates, LLC

Contact Us

Drop us a line!

Drejza & Associates

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Jeffrey S. Drejza Founder & President Birmingham, Michigan