For over 20 years we have been advocates of the independent space while remaining sensitive to the fact that this can be a life and career changing decision. As the independent landscape continues to grow and evolve, we believe in the value of an experienced guide to help navigate the process for advisors considering independence as well as independent firms looking to grow and attract talent. We want to be that guide and are committed to helping through our experience, empathetic listening, thoughtful conversations and our deep network of resources and strategic partners.
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“Freedom lies in being bold.”
— Robert Frost
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“Go confidently in the direction of your dreams. Live the life you have imagined.”
— Henry David Thoreau
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“A ship in harbor is safe, but that is not what ships are built for.”
— John A. Shedd
