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  • Monday, 16 September 2024

The HTK Difference: Independence with the Support You Deserve

  By: Aaron Gordon, President, Hornor, Towsend & Kent (HTK)


Welcome to the seventh installment of our 9-part series showcasing Penn Mutual's unwavering commitment to financial professionals and how 1847Financial brings these promises to life. Each "Diamond" in the series represents a different aspect of this commitment.


I’m excited to share with you why HTK could be the right partner for financial professionals who want to elevate their practice. Now part of 1847Financial, HTK provides wealth management services designed to empower you with more than what you’d find at a traditional, insurance-based broker-dealer.

At HTK, we emphasize supported independence. This is more than just a concept—it’s the core of our culture. Supported independence means that while you have the autonomy to shape your business as you see fit, you’re never without the backing you need. Our commitment to a culture of connection ensures that you’re supported at every turn. With a 6-to-1 ratio of financial professionals to home office employees, we’ve intentionally designed our organization to be small and personal. This allows us to get to know you on a deeper level, whether through local leadership at 1847Financial or through the HTK team members who support your daily business activities.

Flexibility is crucial in our industry, and we offer the freedom to build your business in the way that best serves you and your clients. Our platforms, powered by industry leaders, are continuously enhanced to meet your evolving needs. When you affiliate with us, you can feel confident knowing you have the full strength and resources of a mutually-owned company like Penn Mutual behind you. Every decision we make is guided by what’s best for your clients and their long-term success.

At HTK, you’ll have exclusive access to the resources and expertise you need to excel. We offer a range of services, from our HTK Advisory Series, powered by Envestnet, to comprehensive brokerage capabilities through Pershing for mutual funds and ETFs. Our diverse product offerings also include a deep annuity lineup and a mix of variable products to meet the diverse needs of your clients.

We believe HTK is the ideal choice for financial professionals who prioritize advice-based wealth management. Our platform is designed to offer the right combination of third-party asset managers and robust financial planning programs, whether your focus is on investment management or fee-based planning.

I’m also proud to share that HTK has placed No. 22 in Financial Advisor Magazine's national independent broker-dealer 2024 rankings, marking the second year in a row HTK has placed in the top 25. Our ranking for 2024 has moved up three places from being ranked No. 25 last year. This recognition reflects our commitment to providing the support and resources financial professionals need to thrive. The 2024 Financial Advisor Magazine ranking is based on financial figures as of Dec. 31, 2023. For the complete report, visit fa-mag.com.

We’re here to help you build the future you envision for yourself and your clients. Explore what HTK has to offer, and let us know how we can support your journey toward success.

*2024 Financial Advisor Magazine ranking based on financial figures as of Dec. 31, 2023. For the complete report, visit fa-mag.com.

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