We are prepared for the next industry evolution, with a clear understanding of how firms operate and a focus on innovation – not disruption.

Our industry practitioners have deep experience in wealth management and capital markets. Oyster’s consulting services cover a wide field of view, including strategy, compliance, operations, finance, transformation support to name a few, but all have that one thing in common: industry professionals ready to collaborate and offer actionable advice for your firm’s challenges.

End-to-end, front-to-back, top-to-bottom, head-to-toe – whatever term is used – Oyster Consulting has the professionals who will engage with stake holders, helping your firm reach its full potential.

Whether helping to optimize processes, prioritize opportunities, reframe challenges to turn them into success or advising on industry best practices, our employees are uniquely qualified to help your firm achieve measurable results.

If you are starting your firm, looking for growth and optimization strategies or are planning for succession, Oyster consultants provide practical solutions to your most complex needs. Use our experience to help your firm reach its full potential. Our experts bring decades of experience and apply that knowledge to help you uncover opportunities for growth and efficiency, identify paths to move forward while keeping your firm safe and compliant.


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Our Process

Step 01


We listen to your goals and priorities. We create transformative change by inviting a two-way discussion.

Step 02


We customize your project by creating a scope and timeline to deliver the best experience for your team.

Step 03


Oyster maintains consistent communication to monitor and reinforce project goals while completing project deliverables.

Step 04


Whether your need is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations.

Oyster took away the guess work, providing us with a strategy that led to value.

Full-service Broker Dealer and Registered Investment Advisor