OUR STORY IS PROBABLY SIMILAR TO YOURS. We were born in
the brokerage houses. We fought and clawed for every client, even
when it seemed as if the firm was working against us (unreasonable
compliance expectations, declining payouts, operational errors on
client accounts, struggles with the back office). But one day we had
enough, and we left. Since then we've never looked back.
Independence has been everything we thought it would be and more.
But, in all honesty, it took a tremendous amount of inertia to get
up and running. And today, it's even more expensive to start a firm
If you are an advisor interested in transitioning to independence without having to recreate the wheel, then click here to learn more: Freedom is Within Reach