INC Advisors Signs Strategic Alliance with Chalice Financial Network

Share Article

INC Advisors taps Chalice Financial Network to gain access to industry-leading healthcare and benefit options and best-of-breed business solutions aimed at resolving crucial pain points for independent financial advisors. Chalice, a member-benefit organization with 48,000 members, offers a marketplace of discounted third-party provider services, tools and platforms.

News Image
When we saw all that Chalice could offer – from an affordable and comprehensive group health coverage and benefits to marketing, information technology, cybersecurity and M&A support services – we knew that being a part of their network would be a great boost to our advisors.

The Independent Network of Consultants & Advisors (“INC Advisors”), a Super OSJ that oversees more than 170 independent financial advisors, today announced a strategic alliance with Chalice Financial Network, a Software-as-a-Service-based member-benefit organization for the independent wealth management industry. As part of the new alliance, INC Advisors’ financial advisors will gain access to Chalice’s marketplace of best-in-breed client-service, technology and business solutions and be able to avail themselves of those services at a discount to better serve their clients and run their practices more efficiently.

Rich Dragotta, Founder of INC Advisors, said, “The advisors we work with are independent business owners, trying to grow their businesses in an environment in which the economics don’t always favor the little guy. When we saw all that Chalice could offer – from an affordable and comprehensive group health coverage and benefits to marketing, information technology, cybersecurity and M&A support services – we knew that being a part of their network would be a great boost to our advisors and future advisors joining our network. The team at Chalice knows all the pain points that independent financial advisors face as they operate their businesses and serve their clients, and they are stepping up to the plate to provide best of breed turn-key solutions advisors need to automate and efficiently manage and grow their business. We look forward to a fruitful and productive relationship with Chalice for years to come.”

Of particular interest to INC Advisors and its advisors was Chalice’s affordable group health insurance solution, which allows business owners to save as much as 30% on employee health benefits costs while giving them access to large-group medical plans.

Mr. Dragotta continued, “Being able to offer affordable health insurance that offers more than bare-bones coverage is a constant headache for independent financial advisors as they try to offer benefits for themselves, their families and their employees. Chalice is bringing a real solution to the table that potentially solves the problem for them and does so at an extremely favorable price. The health insurance solution is just one example of how Chalice has thought through what advisors really need, and it will serve as a differentiator for us as we invite advisors to join us at INC Advisors.”

As part of the alliance, INC Advisors will be offering new advisors that affiliate with INC Advisors membership free of charge for the first two years.

Chalice President Derek Bruton said, “We are thrilled to add the INC Advisors family to our 48,000-plus membership base. Our mission is to build scale and leverage our relationships with providers to help businesses such as INC Advisors – and the practices they support – run their enterprises more efficiently. It’s what our members demand because they, like all entrepreneurs, are always searching for ways to up-level their top- and bottom-line performance, and we are a trusted partner in both efforts. In particular, our employee health benefits solution is a game-changer for our members, and we are proud to make it available to them while increasing profitability and helping them attract and retain high-quality talent. We are problem-solvers at Chalice and look forward to doing our best for INC Advisors, now and in the future.”

About INC Advisors
Founded in 2003, the Independent Network of Consultants & Advisors is a Super OSJ branch of LPL Financial (MEMBER FINRA/SIPC) offering UNIFIED INDEPENDENCE through a turn-key business model by providing independent advisors economy of scale and flexibility through ongoing administrative support, compliance and operational advocacy, internal growth coaching acquisition and succession planning. INC Advisors oversees more than 170 independent financial advisors with combined client assets totaling more than $6 billion. Its advisors are in 10 states stretching the length of the east coast.

About Chalice Financial Network™
Chalice Financial Network ("Chalice") is a San Diego-based, leading provider of third-party technology, asset management, wealth management and business enterprise solutions for independent financial advisors across the country, delivered through an exclusive membership structure. Chalice is the Holy Grail for Wealth Advisors™ due to its ability to aggregate and integrate all the tools and technology, products and services a wealth advisor needs throughout the lifecycle of a successful independent business, by accessing Chalice Advisor Exchange™, its single sign-on shared services digital marketplace and fintech platform. For more information, please visit

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Holly Ferris

Rich Dragotta
Visit website