The Firm

Advisors deserve an advocate, not a broker.

Sutton Strategies was built on the belief that advisors are undervalued — and deserve to know exactly what they're worth on the street.

Our Story

Small on purpose.

Sutton Strategies was founded to give advisors a boutique alternative — a place to take the next step in their career and truly monetize their business, backed by more than a decade of combined recruiting experience. In a market where deals have never been higher, too many advisors don't know their own value. We built this firm to change that.

Our Approach

Fewer engagements. Deeper work.

Sutton Strategies is a boutique by design. We represent a select group of advisors and firms at a time, so every transition gets the attention a life-changing decision deserves.

Discretion first

Exploring a move is sensitive. Conversations stay confidential from the first call through the day you're ready — if you're ever ready. No pressure, no noise.

Fit over placement

We map your practice, your clients, and your economics against the full landscape — wirehouse, regional, independent — and tell you the truth about each option, including staying put.

The long view

A transition isn't the finish line. We structure moves around where your business should be in ten years, not just the deal on the table today.

Founding Partner

Photo
coming soon

Mac McGovern

Founding Partner

Mac comes from a sales background. After reading an Economist article predicting financial recruiting would become one of the highest-paying careers over the next decade, he combined that insight with his own sales experience and set out to build a firm that could help advisors more directly — and more deeply — than the industry typically does.

Contact

Every engagement begins
with a conversation.

No commitment, no pitch. Tell us where your practice stands, and we'll tell you honestly what your options look like.

mac@suttonstrategies.com

All inquiries held in strict confidence.