Interview with Tyson Ray Co-founder and CEO of FORM Wealth Advisors

For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.

As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.

That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.

Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:

• Barron’s Top 1,200 Advisors (2021–2024)
• Forbes Best-in-State Wealth Advisor (2018–2024)
• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)
• Chairman’s Council Advisor (2005–2024)

Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart.

Learn more: http://totalsuccession.com/

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