Our Team
Experienced Industry Veterans backing your every move
Brett Danko
CEO
CFP®, Industry Veteran
Ted Durkin
President
Industry Veteran and Coach
Colin Moors
VP, Compliance
Financial Services Compliance Leader
Courtney Elliott
VP, Operations
Financial Services Operations Leader
Terry Dzelzgalvis
VP, CFO
Financial Services Finance Leader
MacKenzie Bento
HR
Human Resource Leader
Finance Experts
Founded by Industry Veterans
With over 100 years of combined Financial Services experience, our leadership team has the knowledge to take your advisory business to the next level.
18
RIAs
167
Investment Advisor Representatives
★★★★★
4.4 from 100+ customers
Ready to stand up your own ria?
Leave the details to MSBOS
What is Main Street Back Office Solutions?
Main Street Back Office Solutions is a comprehensive solution for Investment Advisors seeking to focus on growing their business while offloading the cost centers to us, using our economies of scale.
How can MSBOS help?
Main Street Back Office Solutions integrates right into your existing RIA, or you can join under our Affiliate’s Corporate RIA using your own DBA or our existing goodwill.
Why should Investment Advisors choose MSBOS?
Investment Advisors choose Main Street Back Office Solutions for our comprehensive Back Office lineup and unbeatable pricing due to our economies of scale.
What Services does MSBOS Offer?
Main Street Back Office Solutions offers services in Compliance, Operations, Finance, Human Resources, Virtual Assistants, Software Solutions… essentially everything you could ever need an Advisory Back Office to do.
How can I get in touch with MSBOS?
To get in touch with Main Street Back Office Solutions, please fill out the contact form on our website or give us a call.
What are the benefits of partnering with MSBOS?
Partnering with Main Street Back Office Solutions not only frees you up to focus on your advisory business, we’ll also back your movement through the Investment Advisor Lifecycle and get you to the next level.
How can Main Street Back Office Solutions work with me?
Let’s talk about it
★★★★★
My experience with MSBOS has been great. Their team dropped right into my business and took on Compliance and Billing, trained us on Orion and set up our Investment Committee with a Chief Investment Officer while we worked with our clients. I Highly recommend Main Street Back Office Solutions.
Alice Smith
/
ACME Company
