Come in and explore the only digital marketplace offering it's members real solutions to real business needs.
Chalice Financial Network™ is a member-benefit organization — 43,000 advisors strong — created exclusively for independent financial advisors.

What We Do For Independent Business Owners

 

Understand the Challenges You Face

We provide solutions for all facets of running your business across all lifecycle stages.

 

Provide Significant Discounts

You leverage our scale and pricing power on business and technology solutions. We pass the savings on to you.

 

Provide the Cure For Intellectual Loneliness

Being an independent business owner can be hard. We bring you a peer-to-peer community of like-minded professionals

Success Stories
Troy Daum Headshot
“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
“The Group Health Insurance benefits we've added through Chalice have been a game-changer! They offered us a great medical insurance program, and we also use them for our payroll and 401k administration.”
LOUIS "PJ" PATIERNO, CFP®, ChFC®
President
Peak Planning Group, LLC
PJ Patierno Headshot
 
 
Calculate Your Success Story.

Membership Plans

Free
$0 always

Get a sneak peek at our discounted solutions.

  • Explore Chalice Advisor Exchange to understand potential savings
  • Request Consultation with any of our strategic partners
  • Browse and learn about our solutions to support your business
Member
$249 per month

Gain access to all our solutions, including our most popular, and save big today.

  • Explore Chalice Advisor Exchange to understand potential savings
  • Request Consultation with any of our strategic partners
  • Browse and learn about our solutions to support your business
  • Complimentary Lead Generating Website ($6,000 value)
  • Take advantage of up to 30% off group health insurance
  • Score a complimentary membership to Succession Link ($850 value)
  • Browse our technology and save up to 50% on Orion
Set Yourself Up for Success
Access Chalice Advisor Exchange™ (CAEx) now and grow your business with cutting-edge technology that will help you with the economies of scale.