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Fusion Financial
Fusion Financial Partners builds fully operational independent RIA businesses for elite financial advisors while advisors stay focused on clients.
Fusion Financial
Fusion Financial Partners builds fully operational independent RIA businesses for elite financial advisors while advisors stay focused on clients. The firm guides advisors through custodian and technology evaluation, infrastructure, operations, and business strategy, condensing a typical 12–18 month industry timeline to 4–6 months. It acts as chief architect and outsourced chief operating officer through entity formation, launch, and beyond—not as a pure consultant handing over a playbook.
General information
Firm type
RIA
Principals
Michael Papedis
Kimberly Papedis
Frequently asked questions
Who runs Fusion Financial?
Fusion Financial's leadership is not publicly disclosed. No named principals or investment decision-makers appear in public records, firm websites, or regulatory filings.
Does Fusion Financial invest in specific sectors?
No sector preferences have been confirmed. The firm has not published an investment strategy or portfolio holdings in accessible public channels.
What is the geographic footprint of Fusion Financial?
No office locations or regional presence have been confirmed. The firm's headquarters city and country are not on public record.
Does Fusion Financial make charitable contributions or maintain a foundation?
No philanthropic structures or foundations linked to Fusion Financial have been identified in public databases or news sources.
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