Mike Lee Email & Phone Number

Financial and private wealth advisors…Do you ever feel like you’re just another cog in the machine?You’ve built a career by serving your clients with integrity.And you’ve been nothing but loyal to your firm. But that feeling is starting to fade…Day after day, you’re bogged down by heavy administration, compliance headaches, outdated processes, sub-par back office support, and management that treats you like just another number. You deserve better.I’m sure you get pitched every week by someone pushing you to make a move.But they’re just “introduction machines,” with no real skin in the game.It’s time to ask yourself—what if you had someone in your corner, truly working for you?That’s where we come in. We understand that navigating a move in this industry is delicate. It’s not just about switching firms—it’s about finding the right culture, the right support, and the right fit for your team.Quantum Advisory's founder, Mike Lee, leverages over 35 years of experience as a Financial Advisor ,Complex Manager and Regional Manager at top PWM firms (Merrill Lynch, Smith Barney, JP Morgan Advisors, First Republic PWM). Mike and team now help financial advisors find the right fit at wirehouses, RIAs, independent firms, regionals, private banks and boutiques. Our proprietary Tailored Transition™ method starts with one thing: listening. We learn exactly what you need and tailor our search to match.We open doors discreetly, negotiate on your behalf, and present only the best opportunities, handpicked to fit your goals. You continue doing what you do best—serving your clients—while we handle the legwork.Hiring firms provide our compensation, which will not impact your economics.You wouldn’t recommend your clients manage their wreath themselves.No, they trust experts like you to guide them.Let us navigate this pivotal career decision with you and negotiate the best terms for you, your family, and your clients.

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  Indiana University Bloomington

  Accounting