Partnering for Success
A Different Kind of Investor
“As a planning business ourselves, HPH Solutions offers operational capability and real-world understanding and experience to truly help your business scale.“
We partner with financial planning businesses like yours; not just with capital, but with expertise, systems, and hands-on support to help you scale quicker.
Private Equity Model
Partner Equity Model
Primary Equity Model
Capital-focused Investment
The TRADITIONAL investment model, where capital is provided in exchange for equity, and the investor takes a basic shareholder role where your business continues to operate independently.
This model suits firms seeking funding support without the need for strategic or operational assistance.
Collaborative Minority Partnership
A minority investment where we PARTNER to grow with you. You bring your culture and ambition, and we bring frameworks in pricing, people development, client engagement, performance, and succession.
Together, we build best practice and commit our collective financial and intellectual capital for shared success.
Integrated Equity Partnership
A FULL INTEGRATION model where you exchange your business equity (some or all) for equity in HPH, operating under a shared brand, culture, and infrastructure. This approach provides the highest level of support and alignment, allowing advisers to focus on clients while benefiting from the collective strength of a larger enterprise.