Small Business Wealth Advisor™
Change lives. Strengthen communities.
Serve the people who take the risks, create the jobs, and drive the innovation that makes America prosper. This is about becoming the advisor who doesn’t just manage money, but changes lives, saves businesses, and strengthens communities. That’s what Dalton’s Small Business Wealth Advisor™ program was built for.
The impact you can make
10-50
Jobs preserved in your community
$1M-$10M
Annual local economic activity maintained
48¢-53¢
The local economic return per dollar spent
Honoring Small Businesses
To the builders, and the advisors who stand beside them
This National Small Business Month, we’re celebrating the business owners building something that lasts. And the advisors who recognized that their role goes beyond the portfolio — that the most valuable thing they can offer a business owner is genuine strategic partnership across the lifespan of their business. If that’s the standard you’re building toward, this is for you.
“I started Dalton Education in 2005 and lived the small business experience firsthand. I know what it means to want an advisor who actually understands what you’re carrying. Most business owners never get that. SBWA™ exists because we believe they should, and because the advisors willing to show up for the full journey are the ones who will build something just as lasting as the clients they serve.”
— Joe Gillice Co-Founder, Dalton Education | Chief Operations Officer, CeriFi
Most advisor relationships with business owners start too late
From the day a business opens its doors to the moment an owner passes the torch, there are critical financial decisions at every stage, and most owners are facing them alone. It’s time to change the conversation and honor the entrepreneurs who take the risk.
Rooted in purpose
We believe every small business owner deserves an advisor who understands their full journey, not just their exit. With an SBWA™ certificate, you’re a community builder, an economic catalyst, and a guardian of the American Dream.
Honor Small Business Owners
Recognize the courage it takes to start, grow, and sustain a business through every season of life.
Close the Advisor Gap
The right advisor — trained for the full lifecycle — can be the difference between a thriving exit and a missed opportunity.
Build a Movement
Inspire financial advisors, business owners, and communities to demand better guidance for the people who drive local economies.
The Small Business Wealth Advisor™ Program
Throughout the program, you’ll explore the full lifecycle of small business advisory, beginning with foundational concepts related to ownership structures and progressing through operational management, wealth accumulation strategies, and exit planning. This is about becoming the advisor who changes lives, saves businesses, and strengthens communities.
- Online, self-paced, university-accredited certificate program
- Built for advisors who serve or want to serve small business owner clients
- Learn how to effectively advise business owners through each stage of the business lifecycle
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- Multimodal learning including videos, text, podcasts, case studies, and exams
- Downloadable client-ready tools such as checklists, calculators, and templates
- Certificate of completion from Wake Forest University
- CFP Board-approved CFP CE of 28 credit hours
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- Diagnose the unique challenges shaping business owner wealth
- Deliver integrated business and personal planning
- Build enterprise-value-driving plans
- Confidently advise founders at every stage of their journey
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- Full program available for $2,695
- Try the first module completely free
- Access Free Module →
The Full Journey Starts Here
Questions? Contact Us →