These are exciting times at Perspective as we engage in a strategic partnership with Thrivent Advisor Network (TAN). Established in 2019, TAN is an independent platform for purpose-driven advisors with shared values. Perspective has become its 25th affiliate. TAN combines the resources and flexibility of a hybrid RIA business model with the benefits of a collaborative community of advisors and business owners who are driven by their beliefs and values.
Mike McCann founded Perspective 20 years ago as a sole proprietorship, with the goal of helping his clients navigate the uncertainty of the markets and the economy. The firm grew rapidly and steadily, and today its team of eight is entirely client-facing and client-focused.
“We conducted a deliberate and extensive search for a strategic alliance that could support our growing operations and technology needs,” McCann said. “More importantly, we also needed a partner firm that would align with our values and treasure the client experience in the same way we do. TAN’s unique structure provides that for us.”
Carolyn Armitage, President of TAN, said, “We provide services that help advisors streamline their processes, focus on their clients, and achieve meaningful growth. We wholeheartedly welcome Perspective Financial Services to the Thrivent Advisor Network. Over the past two decades, Mike and his team have differentiated themselves by focusing not only on achieving their clients’ financial goals, but also on improving clients’ lives and having a positive impact on their communities.”
“We’re excited about our continued growth, with TAN’s broad operational support, as well as the strength, flexibility, and autonomy it offers,” McCann continued. “Having this fantastic team as our back office provides increased bench strength and new opportunities while maintaining a purpose-based business.”
From left: Carolyn Armitage and Mike McCann
Click here to read the official news release.
Click here to read a feature about Perspective and Thrivent in InvestmentNews.
Thrivent Advisor Network (TAN) is a registered investment advisor (RIA) and a wholly-owned subsidiary of Thrivent – a diversified financial services organization with 120 years of service. Launched in 2019, today TAN comprises 25 advisor businesses managing over $5 billion in assets under management (TAN filed its annual Form ADV in March 2023, prior to Perspective Financial Services joining the platform). Their community of independent-minded advisors is passionate about helping clients achieve financial clarity and value collaboration with other advisors who share a commitment to a greater purpose. TAN provides a suite of comprehensive solutions designed to help advisors lead successful businesses with a goal of improving people's lives and having a positive impact on their communities. Visit the Thrivent Advisor Network website to learn more.