Build the practice you want — without giving up your brand
You didn’t become an advisor to manage vendors, compliance headaches, marketing experiments, or back‑office chaos. You became an advisor to help clients make confident decisions about their money.
Miramontes Capital exists to help you do that—while staying the hero to your clients.
Build the practice you want — without giving up your brand
You didn’t become an advisor to manage vendors, compliance headaches, marketing experiments, or back‑office chaos. You became an advisor to help clients make confident decisions about their money.
Miramontes Capital exists to help you do that—while staying the hero to your clients.
The Problem Advisors Face
Most advisors hit the same wall:
- Growth slows because operations, compliance, and marketing eat your time
- Your current platform limits product access or payout flexibility
- Marketing support is promised but rarely delivered
- Succession planning feels unclear or out of reach
- You’re forced to choose between independence or support
You shouldn’t have to sacrifice your identity—or your life outside of work—to build a great practice.
A Better Way: DBA Experts for Advisors
One way to think about Miramontes Capital is that we’re DBA experts for advisors.
What does that mean?
We provide the infrastructure behind the scenes—marketing, operations, compliance, technology, and support—so you can:
- Operate under your own DBA and brand
- Stay front‑and‑center with your clients
- Focus on growth instead of administration
And if you don’t already have a DBA, we help you create one.
Your clients see you. We handle the rest.
A Better Way: DBA Experts for Advisors
One way to think about Miramontes Capital is that we’re DBA experts for advisors.
What does that mean?
We provide the infrastructure behind the scenes—marketing, operations, compliance, technology, and support—so you can:
- Operate under your own DBA and brand
- Stay front‑and‑center with your clients
- Focus on growth instead of administration
And if you don’t already have a DBA, we help you create one.
Your clients see you. We handle the rest.
Choose How You Work With Us
There’s no forced model and no one‑size‑fits‑all approach.
Miramontes Capital supports advisors across three platforms, and you can plug into one, two, or all three—depending on what your practice needs.
Registered Investment Advisor (RIA)
- Flexible investment solutions
- Fiduciary‑first structure
- Portfolio and investment support
Insurance / IMO‑FMO
- Broad carrier access
- Case design and underwriting support
- Advanced insurance planning resources
Broker‑Dealer (BD)
- Expanded product access
- Competitive payouts
- Compliance and operational backing
Some advisors use only our insurance platform. Others use only the RIA or BD. Many use the full combination for maximum flexibility, support, and product access.
You choose the structure. We support the execution.
How We Support You
We step in where most firms fall short—so you can do your best work.
Marketing that actually supports growth
- Advisor‑specific marketing strategy
- Lead generation and campaign support
- Brand and DBA positioning
- Ongoing practice‑growth guidance
Back‑office support & operations
- Compliance support
- Technology and systems
- Administrative relief
- Operational consistency
Practice & succession planning
- Clear options for the future of your book
- Transition and succession guidance
- Support for long‑term value creation
What success looks like
When advisors partner with Miramontes Capital, they typically experience:
- Higher revenue with less operational drag
- More time for clients—and life outside work
- Better product access across investments and insurance
- A scalable practice that doesn’t rely on burnout
- Confidence that their brand and legacy are protected
You remain the trusted advisor. Your clients stay with you.
Connect
Have a short introductory conversation
Clarify
Identify where support would make the biggest impact
Customize
Choose the platforms and structure that fit your practice
No pressure. No disruption. Just clarity.
Connect
Have a short introductory conversation
Clarify
Identify where support would make the biggest impact
Customize
Choose the platforms and structure that fit your practice
No pressure. No disruption. Just clarity.
Ready To Explore Your Options?
If you’re thinking about growth, succession, or simply creating a better balance between work and life, we’d welcome a brief conversation.You don’t have to choose between independence and support.
With Miramontes Capital, you can have both.
Ready to explore your options?
If you’re thinking about growth, succession, or simply creating a better balance between work and life, we’d welcome a brief conversation.
You don’t have to choose between independence and support.
With Miramontes Capital, you can have both.