Broker-dealer firms, RIAs, and independent advisory practices regularly turn to Matasar Jacobs to create or upgrade the agreements that govern their businesses. With deep experience in the financial services industry, we draft contracts that are customized, compliant, and enforceable, protecting our clients’ interests while holding up under regulatory and legal scrutiny.

Our team understands the evolving legal landscape and provides practical, scalable solutions for firms of all sizes. We regularly prepare agreements such as:

• Employment and independent contractor agreements for financial advisors;
• Non-solicitation, non-compete, and non-service agreements;
• Confidentiality and trade secret covenants;
• Team revenue-sharing agreements;
• Practice purchase and sale agreements; and
• Contingency succession agreements triggered by death or disability.

We emphasize open communication and plain-language drafting so our clients fully understand how their contracts operate. Whether launching a new practice, scaling operations, or modernizing outdated templates, we deliver agreements that add value, reduce risk, and support long-term growth.