Industry-leading asset and revenue-based acquisition multiples with the ability to maintain ownership of your business.
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Independent Financial Advisors Manage & Grow their Practice
When you join the World family, you become part of a powerful network of successful fiduciary financial advisors. Our unique collaborative culture and niche industry specialists offer the potential to provide better results for you and your clients.
Financial advisors share insights and best practices while leveraging our smart financial solutions and our home office team of support specialists. Your clients get a personalized experience from a local fiduciary financial advisor backed by the strength and resources of a national firm, the best of both worlds.



Flexible Deal
Structure

Growth Acceleration Potential
Organic growth through cross-selling, corporate-level lead generation systems, and comprehensive sales enablement.

Merging Health, Wealth, and Retirement
Offering financial solutions across the entire spectrum of a client's life creates an opportunity to expand wallet share while strengthening client outcomes and relationships.

Holistic Advisor
Offering
Our hybrid (BD/RIA) platform was built by advisors, for advisors. Our support, compliance, and accounting teams understand your business.

Comprehensive Client Offering
Diversification of sub-business verticals within the financial services space to broaden our solution offering to advisors/clients.

Premier
Technology
Leveraging the comprehensive tech stack of financial solutions we provide allows advisors to service clients efficiently, streamline onboarding, and reach more prospects.
Become a part of
The World Network
When you join the World network as an independent financial advisor, you become part of a dynamic entrepreneurial family. Together, we push for personal and organizational growth by offering clients quality services from a trusted local advisor. Our structure and support enable you to grow your business, deepen relationships with existing clients, and attract top local talent.
locations
professionals
clients in all 50 states
growth from 2018-2021
World Business Lines
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Commercial Lines
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Employee Benefits
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Financial Services
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PEO
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Personal Lines
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Surety
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Payroll & HR
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Wholesale Insurance
Troy is the founder and Chief Executive Officer of Pensionmark Financial Group. He is recognized as an industry leader and is a driving force behind the Pensionmark company values and strategic vision. Troy leads the Financial Services initiatives for the World group of companies and is on the World Leadership team.
He earned a B.A. in Business Economics from the University of California, Santa Barbara, and is a CERTIFIED FINANCIAL PLANNER (CFP®) and an Accredited Investment Fiduciary (AIF®).
Mike Woods is the President, OSJ Branch Manager, and Co-Owner of World Investment Advisors. He joined the firm in 2009 from ING Retirement Solutions, where he was one of the firm’s top wholesalers. Mike is responsible for the growth of the Advisor Support Program and the national network of advisors. He graduated from Fitchburg State University and currently holds his Series 7, 24, and 65 registrations.
Michael and his 3 children live in the Santa Barbara area.
Jennifer serves as World Investment Advisors Chief Operations Officer and Executive Vice President. She manages the firm's compliance program and operations and partners with advisors to deliver infrastructure and support services. Prior to joining the firm in 2015, Jennifer served as the Senior Vice President of Client Service Delivery for Aspire, an independent open-architecture recordkeeper, overseeing Aspire's Client Service and Operations divisions. She also previously served as President and Chief Compliance Officer of Independent Financial Partners, LPL Financial's largest hybrid RIA firm during her tenure there, while growing the firm's network of advisors and focusing on the build-out of its retirement plan consulting programs.
Jennifer holds a bachelor's degree in Management Information Systems from the University of South Florida and graduated magna cum laude from Stetson University College of Law. Jennifer holds her Series 7, 24, 63, and 66 registrations and is a member of the Florida Bar and various civic and professional organizations.
Omar is responsible for helping expand Pensionmark's M&A capabilities. Previously, Omar spent time at Wells Fargo on the investment banking team, at Goldman Sachs in their Special Situations Group, and worked with the CFO of the worlds largest restaurant franchisee focusing on M&A and Capital Markets activities.
Omar is a California native who recently moved to Fort Worth, Texas.
Andrew specializes in M&A and recruiting for the Financial Services division at World Insurance Associates. He began his career at Pensionmark Financial Group in 2014, where he directed and managed institutional growth initiatives. Pensionmark was acquired by World Insurance Associates in 2022.
Andrew graduated from the University of California at Santa Barbara where he studied Economics and Mathematics. He holds Series 7 and Series 66 registrations.