RIA In A Box

Your Registered Investment Advisory Firm, Your Way.

You deserve more than everyone else offers. Some large firms will do your compliance or regulation, but will they provide you with Chief Complaince Officer training? RIA In A Box doesn't leave you and your new firm with the skeleton of a business.

RIA In A Box is headed by Zachary Gronich, CPA/PFS, who has years of experience setting up CPAs and other professionals with their own in-house Registered Investment Advisory firms. We're not just consultants, we also run our own Registered Investment Advisory firms, so we know what your concerns are and what you're going through. We know your needs and tailor the program to fit them!
Whether you are a financial expert or brand new to investing, RIA In A Box will make sure you are properly licensed, educated, and confident in your new business venture. Don't waste money on firms that give you one-size-fits-all templates, let RIA In A Box get your business up and running with proven results. RIA In A Box can do as much or as little as you need for the best value. If you're just starting out in investment planning, we will make sure you understand every step of the process. We make it easy to become an investment specialist. Even if you are already a professional in another field, adding financial advice is a great way to help your clients and increase your revenues.
Testimonials

RIA In a Box is not a law firm, CPA firm, or an investment adviser. No information or advice should be deemed, in any way, to be legal advice, tax advice, or investment advice. If you require the services of a lawyer, we do recommend that you seek an independent attorney.