Our Firm
Advisors Trusted Advisor is a division of the Collaborative which, founded in 1995, is dedicated exclusively to solving the unique problems of the Advisor market.

For well over a decade, the Collaborative has acted as a Trusted Advisor to Advisors --working with firms ranging in size from a single Advisor up to the largest wealth managers in the world.

Our high success rate and approval levels with clients (benchmarked by literally hundreds of testimonials and letters of appreciation) have encouraged us to create the Advisors Trusted Advisor web site as a tool for expanded participation and interaction with wealth management professionals.

Our Principals
Principals Beverly Flaxington and Michael Slemmer have extensive backgrounds in the investment industry and close to 50 years of combined expertise in sales, organizational development, human resources, client services, communications, and technology. We understand the market, the players, and the options available to investment firms today.