Create the Practice and the Lifestyle You Want
Build The Perfect RIA
Micah Shilanski and Matthew Jarvis are CFP® professionals who independently developed the systems and processes needed to take off 6+ months out of the year while still operating a highly successful RIA. Motivated to help other advisors achieve this same level of freedom and success, Shilanski and Jarvis created a community for financial advisors who want to take their RIA to the next level.
What is The Perfect RIA?
Deliver Massive Value to Clients
The foundation of The Perfect RIA is creating the ultimate client experience that delivers massive value to clients, helps them achieve their goals, and improves their lives.
Spend More Time Away from the Office
We believe time is the most valuable resource, and that’s why The Perfect RIA allows you to take off over 6 months a year to spend time with family and travel the world.
Operate a Highly Profitable Lifestyle Practice
By working smart instead of working hard and by implementing highly effective systems and processes, The Perfect RIA allows practices to achieve over 50% profitability ratios.
Are You A Perfect RIA?
Take the quiz to see how your practice stacks up.
Ready to Be a Part of It?
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Who We Are
Micah Shilanski, CFP®Shilanski & Associates Inc.
Matt Jarvis, CFP®Jarvis Financial Services
Meet Us in Person
Magellan MasterMind2019 Conference
Today Matt and Micah are addressing a topic they receive lots of questions about: income buckets. In light of the current bear market, the guys will share how best to ......
Benjamin Brandt is the founder and president of Capital City Wealth Management, as well as the host of Retirement Starts Today Radio. Through his podcast, Benjamin inspires people to be ......
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