The business from the inside
Two decades in financial services — from institutional research to the asset-management wholesaling desk. I understand how an advisor practice actually runs, not just what a job description says.
CONFIDENTIAL ADVISOR RECRUITING & TRANSITION
The right move starts with clarity.
DoubleBack Consulting helps accomplished financial advisors quietly evaluate what comes next — stronger economics, greater autonomy, better alignment, and the right platform — with an experienced guide through the entire process.
Private. No obligation. You control the pace.
20+Years in financial services
24Advisors placed into a top discretionary team across 18 states
AllMajor advisor channels covered
WHY ADVISORS WORK WITH ME
An insider's read on your options — and your worth.
I spent more than a decade calling on advisors and building distribution before I ever recruited one. I understand your business, your book, and how the best in the industry actually grew. That perspective is the difference between a headhunter and a trusted guide.
Consultative, never transactional
I begin with what genuinely matters to you — economics, autonomy, clients, legacy — and advise accordingly. If a move isn't right for you, I will tell you so.
Relationships that open doors
Real relationships across independent, regional, bank, and wirehouse firms — and family offices — so you are introduced to the right fit, not merely whoever is hiring.
The economics, made clear
Payout, transition package, take-home over time, and practice value — modeled on your real numbers before you make any decision.
Contracts done right
I know which attorneys to engage to review and customize advisor agreements at most firms — so your deal, and your protections, are structured properly.
A partner beyond the move
I've helped advisors build marketing plans and watched how top producers scaled. The relationship does not end at the transition.
WHO I WORK WITH
Advisors and teams considering a move.
Nationwide, across every major channel — whether you are weighing independence, a stronger platform, more ownership, or simply a better fit.
Wirehouse
Large national wealth-management platforms
Regional
Regional broker-dealers and wealth firms
Bank & Trust
Private banks and trust platforms
Independent & RIA
Independent broker-dealers, RIAs, and family offices
HOW IT WORKS
A confidential path from curiosity to clarity.
Deliberate and discreet. You control the pace and every decision along the way.
Confidential assessment
A private, no-obligation discussion of your book, your frustrations, and what you genuinely want from a move.
Curate the right options
Evaluate the landscape and narrow it to the firms, platforms, and models that best align with your clients, business, and long-term priorities.
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Model the economics
Model payout, transition package, take-home, and practice value on your real figures — so you can compare opportunities with the economics made clear.
Transition & grow
A managed move designed to protect you and your clients, followed by a plan to keep building once you arrive.
TRACK RECORD
Two decades around the decisions that shape advisor businesses.
2021 – Present
President & Founder · DoubleBack Consulting
Contract recruiting across financial services and other specialized industries, with a focus on experienced talent and relationship-driven search.
2018 – 2021
VP, Business Development & Recruiting
Full-desk recruiting and business development across specialized professional markets.
2015 – 2018
Regional Director / Investment Consultant
Broker-dealer channel distribution and advisor coverage across investment and advisory solutions.
2007 – 2015
Regional Director / Wholesaler
Asset-management distribution and advisor development across multiple channels.
2004 – 2007
Consultant
Distributed financial data and analytics to institutional and wealth-management clients.
Education
B.A. · Lafayette College
Government & Law · Division I baseball.
THE DOUBLEBACK APPROACH
The best advisors don't need to be sold. They need someone who understands their business, tells them the truth about their options, and handles the move so they can keep serving clients.
Brendan McDonough · DoubleBack Consulting
START THE CONVERSATION
Let's talk — confidentially.
No pressure and no obligation. Reach out and we'll arrange a private call at a time that suits you.
Email Brendan301-818-9146LinkedIn
Your message goes straight to Brendan. Nothing is shared with any firm.