Aethos Capital
Partnership Program

A New Standard in Strategic Financial Partnerships.

What Is the Aethos Capital Partnership Program?

Aethos Capital Partnership empowers service providers CPAs, business brokers, realtors, and advisors to seamlessly integrate elite financial solutions into their client relationships. No selling is required. No fulfillment burden exists. Simply identify opportunities, make a warm introduction, and unlock powerful new revenue streams while deepening client trust.

Who This Is For

Trusted professionals ready to elevate client value and unlock new income without changing what they do best.

How it Works

Transform client conversations into lasting value through a seamless, effortless process designed for trusted advisors.

Step One -

Identify Opportunities
Recognize when a client may benefit from a strategic financial solution.

Step Two

Make a Warm Introduction
Refer your client to Aethos no selling, just positioning.

Step Three –

Strategy & Education Delivered
We build a customized financial structure aligned to the client's goals.

Step Four –

Seamless Execution by Partners
Licensed financial partners implement the solutions no burden on you.

Step Five –

You Get Paid
Earn significant commissions while elevating your client relationships.
Apply Now

How Much Can You Earn?

Refer the right client. Let us handle the rest. Get paid directly with no overhead, no fulfillment, no obligations and no liability!

Strategic
Financial
Solutions

At Your Fingertips

Unlock a curated suite of advanced wealth strategies designed to empower your clients and elevate your advisory role.

Structured Installment Sales Plans (SISP)

Defer capital gains tax while preserving and optimizing wealth after major sales.

Cash Balance Retirement Plans

Create aggressive, tax-deferred retirement contributions for high-income clients.

Infinite Banking Strategies

Unlock tax-free liquidity and compounding wealth through private banking structures.

Legacy & Estate Structuring

Protect, preserve, and transfer wealth efficiently across generations.

Wealth Trusts & Asset Protection

Shield assets from taxation, litigation, and future financial risks.

Become a Capital Partner.

Scale Smarter. Earn More.

A New Standard for Strategic Financial Partnerships