Big Business Benefits
on a Small Business Budget

Join the premier member-benefit organization that empowers small to mid-sized independent business owners. Over 48,000 members find solutions to their challenges with our exclusive member benefits. Access best-in-class solutions at discounted pricing on Chalice Advisor Exchange™, our digital marketplace and enjoy a member community that shares your entrepreneurial spirit. It’s the best of all worlds.
47K
Members
460
New Members this Month
$25K
Avg. Savings per Member

One Stop Solutions

The Chalice Advisor Exchange supercharges your buying power on best-in-class products and services. Leverage our digital marketplace so you can:
  • Save time finding the right solutions for your firm
  • Save money with our member discount pricing
  • Stay current on emerging technologies and services
It's all in one place and accessible with just one click.

Calculate Your Savings

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15101520+
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Potential
Annual Savings
?
Please fill out the form to see your potential savings.
The information provided is for illustrative purposes only. Savings are estimates only, and actual savings may vary based on a number of factors. Such information should not be relied upon as a guarantee of service.

Join the Movement

With 48,000+ independent business owners, we have strength in numbers.
Join the preferred platform for financial advisors and SMB owners to get these benefits:
  • Discounted pricing and economies of scale
  • Education from subject matter experts
  • Exclusive networking and special events
  • Our annual meeting and trade show
  • A sense of belonging that only comes from engaging with like-minded peers
Explore for free. Become a member for only $100/month. You will feel right at home.

Our Strategic Partners

What Our Members Are Saying

"Our membership saved us $10,000 per year with a single technology vendor. Those savings made a huge impact on our bottom line."

TROY DAUM, CFP®
Principal & Founder
Wealth Analytics

What Are Your Goals?

Gain expert guidance and support across the entire life cycle of your business.
Whatever stage you are at, we accelerate your efforts with best-in-class solutions and guidance.
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