Executive Partnership For You and Your Organization
One trusted partner. A network of expertise behind you.






The platform built around your success.
Advisor4Success is the one-stop advisory platform for navigating the decisions that matter most.
Smart Partnering®
Our Smart Partnering approach was created to provide something fundamentally different from the traditional expert network.
The Advisor4Success platform provides flexible advisory plans so you can access the level and type of support that makes sense for you. You can connect with your advisor for ongoing guidance, engage another member of our network when specialized expertise is needed, or access experienced executives for more substantial leadership assignments.
Our advisors bring decades of experience as CEOs, executives, leaders, and specialists who are passionate about helping organizations succeed.
We continue to selectively grow our team so we can expand the breadth and depth of expertise available to our clients while maintaining the quality and experience that make Smart Partnering® possible.
Senior-level expertise without the overhead.
Not every organization needs a full-time executive for every challenge. Advisor4Success gives organizations flexible access to experienced leaders who can advise, lead, or step in when needed. From strategic planning and financial management to organizational change, M&A, talent, and interim leadership, we help you bring the right experience to the problem.
Trusted by 150+ Businesses










Designed Around Your Life and Your Organization.
We don't believe leadership can always be separated from life. The decisions you make as an executive can affect your organization, your team, your family, your financial future, and the causes you care about. Likewise, personal priorities and responsibilities can influence the way you lead. Advisor4Success provides a trusted resource that can support you across that broader spectrum. It's expertise that adapts to you, not a fixed consulting model that asks you to adapt to it.
Defining Excellence Through Strategy
Our integrated advisory services are designed to help you navigate the financial, professional, personal, and philanthropic decisions that shape your future.
Protect what you've built. Navigate complexity with confidence.
Your wealth is about more than numbers. It is about the people you lead, the opportunities you create, the legacy you leave, and the life you choose to live. From building exceptional teams to pursuing purposeful investments, and creating a meaningful legacy, we bring the right expertise and perspective to every stage of your journey.
"Working with John and Sarah was a critical in deepening our sector education about investing and moved local philanthropy closer to collaboration."

Sharnita Johnson
Turn your expertise into impact.
Are you a mission-driven, highly motivated professional with 20 or more years of experience and a passion for helping organizations and individuals succeed? As an advisor, you will have the opportunity to apply your experience and perspective to help clients address complex challenges, make informed decisions, and achieve their objectives. If you are ready to leverage your experience and contribute at a strategic level, we invite you to connect with us.

Connect with those who have been in the room.
Whether you're managing an organization, pursuing a philanthropic mission, or simply looking for an experienced person to help you think through what's next, Advisor4Success is built to support you.
Businesses
Investors
Executives
Foundations
Smart Partnerships. Better Outcomes.
Find an experienced professional who understands your world and can help you navigate what's next.
Trusted by 150+ Businesses





Meet Our Advisors
Broad and deep expertise. Support that evolves with you.

John Duong

Sarah Baynes Shinn

James Buchanan

Elizabeth Garglow

Thomas Hornbeck

Debbie McKeon

Mimi Vong

Felip Witchger

Anna Zongollowicz
Flexible Plans By Design.
Every client has different needs, and those needs change. Our platform provides flexible advisory plans that allow you to access expertise in the way that makes the most sense for you.
Yes we can! How we can help depends on the type of funding you are seeking. If you are just looking for general advice and feedback, this would be included in the Plan sessions. Deeper engagements such as making introductions to sources of funding and investment capital would be structured as consulting projects, which we can also support. Note that any investment capital sources are regulated securities-related activities and would be an engagement with a separate division of the firm Kind Capital Securities LLC, an affiliate of FINRA-registered broker-dealer Weild & Company.
Absolutely not, we want to get to know your needs before we understand how we can be helpful.
We're more flexible than a traditional consulting firm.
You can use us for strategic advice, expert guidance, coaching, special projects, interim or fractional executive support, and more.
They do not. To ensure optimal scheduling and workflow of our executives, the number of sessions per month do not rollover.
A Life Coach is more focused on personal development whereas the Executive Coach (Future Leaders and C-Suite Plan) is more focused on career and professional development for executives. Future Leaders Plan is targeted to mid-level managers while the C-Suite Plan focuses more on CEOs and senior executives. Unlike Enterprise Partner Solutions, these plans are focused on the individual rather than the organization.
Schedule a consultation with our team today!
From operational improvements to strategic planning, we have the expertise to support your journey.

The Trusted Executive Partner for You and Your Company
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