Broker Check

Helping Advisors Earn
and Do More

You want to go above and beyond for your clients. You want to earn more and have more freedom to spend time doing what you love. We can help.

We’ve helped over 230 advisors achieve their goals with personalized support, prompt communication, and a proven roadmap to independence.

Our Team

Ronnie F. Metcalf

Ronnie F. Metcalf

Registered Principal

864-235-5217

Elaine Hall

Elaine Hall

Registered Principal

864-235-5217

Tripp Metcalf

Tripp Metcalf

Financial Professional

864-270-1306

Learn About Us
Helping Advisors Grow for 46 Years

Helping Advisors Grow for 46 Years

We have 46 years of experience in giving financial advisors the support they need to go to the next level. With every experience we’ve learned something new and we use those lessons to help you find the independence you deserve through relationships you can trust.

Build Your Business and New Friendships

Build Your Business and New Friendships

You can reach your full potential and the independence you desire. We’ll support you through every step of the process. It takes hard work to build a friendship but when you do, you’ll have a friend forever, to support, to empower, to share knowledge in pursuit of earning and doing more.

climbing to new horizons

climbing to new horizons

The Ibex is a mountain goat known for its sure-footed climbing ability. When ascending to high mountain tops, it does not waver but keeps its feet planted and sure. We don’t waver either while we support you on your journey to independence and ascent to success. We’ve been there before and we can help you get there.

advisor testimonials

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our Specialized Services

In collaboration with Cetera Wealth Services, LLC., we’re dedicated to providing you the best services available so that you can reach your business goals.

Practice Development

Bringing you the tools and support you need to make your transition to independence as smooth as possible, including support for growth and development.

Service & Support

Being independent doesn't mean you have to find the answers on your own. We have a dedicated support team and regional development officer to provide the support you need.

Compliance & Supervision

We provide support for ad and trade compliance, as well as assistance with reviewing correspondence emails and managing compliance issues.

Operations & Management

We’re available to assist you with any questions that arise from daily business operations or management concerns.

See Services

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