www.fredlundincpa.com

Comprehensive Solutions for Independent RIA Firms of All Sizes

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Technology & Cyber Security Support

Complete technology and cyber security consulting packages custom tailored to each firm's needs.

Back Office Support

RIA back office support and services - long-term or short-term admin and back office professional support

Compliance

Complete RIA compliance solutions with access to nationally renowned compliance specialists.

Outsourced Financial Planning

Team of experienced professionals providing regular financial planning outsourcing and advanced planning techniques.

Business Continuity

Business disaster recovery planning and backup business support.


Marketing & Branding

Work with our in-house team of branding and content marketing experts. Ongoing packages or project bundles available.