Our Story

In mid-2022, when Dan Garrett joined SRG Financial Advisors after more than three decades in management and technology consulting, Dan led the firm on a journey to formalize the operations model and processes, and select and implement a future-ready technology stack to support those modernized advisor deliverables and client services. 

Following multiple walkthroughs of the operations model and supporting tech stack to peer advisory firms, Advisor Digital was created in 2024 in response to the question that arose in every demo: "How can we implement this operations model and tech stack?" Advisor Digital was created to be a cost-effective solution for implementing and managing operations models and integrated tech stacks for today's independent advisory firms and RIAs.