Susan Glover & Associates, LLC is a consulting firm specializing in operating solutions for financial advisors and investment management firms.  Our services include the areas of transition, operations & technology management, and business support.

If you are starting a new firm, or have an established firm, we can help you structure your back-office to support your business needs.  We can streamline your processes and provide on-site assistance with special projects.

Whether you are looking to get the most out of your existing technology, or are considering new tools, our focus is to make sure your technology tools provide you with the information you need to service your clients and manage your business.  We serve as your liaison to vendors to ensure successful implementations.

For those tasks and projects that need to get done now, we provide business support to complete those items necessary for the growth of your business.

Why Hire Susan Glover & Associates?

With over 30 years of operations experience in the financial services industry, SG&A understands the "growing pains" that go along with the growth and expansion of an advisory firm.  It creates a need for expanding technology, better information flows, and the right staffing support.  SG&A works with you to implement those needs.