Navigating To Sundial Wealth

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Sundial Wealth is a Registered Investment Advisor and a separate company.

Sundial
Studios

Bespoke solutions including

an advisory practice, back office services, and brokerage.

Learn More.

Sundial offers bespoke services to support our Member Families and Portfolio Companies. We invite you to explore our solutions to see if we're the right fit for each other.

Break free with Sundial
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Advisory

A full-service accounting and consulting firm for founders.

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Services

Back-office solutions for small businesses.

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Brokerage

A business brokerage firm offering M&A services and support.

Meet Sundial

The Sundial Way

Our edge isn’t the assets we invest in, it’s how we invest. From rigorous underwriting to disciplined execution and white-glove support, the Sundial Way reflects a culture built around capital preservation, member family experience, and long-term alpha.

Learn about us