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OWN the road ahead
Shannon Eusey discusses Beacon Pointe's journey from zero clients to having 140 employees nationwide and more than $9.5B AUM—a testament to the firm's dedication to superior service.
"You're either an entrepreneur or you're not. You need to be willing to take the risk."
Shannon Eusey
CEO
Beacon Pointe Advisors
For more information, visit Working With Us.
Transform for the future
Hear from today's innovative financial advisors to get insights and perspectives on the independent landscape, and learn how you may take your business forward.
BREAK the mold
Hear how Darren Henderson and his partners broke away from wirehouses to create a firm that offers high-net-worth investors more value—including holistic advice and alternative investments.
Darren Henderson
Founding Partner
Corient Capital Partners
CREATE a new standard of excellence
Hear how KORE's multigenerational approach to wealth management and commitment to innovation helped it create a luxury destination to serve its ultra-high-net-worth clients.
Benjamin Sax, Partner
Jennie Sowers, Partner
KORE Private Wealth
DARE to take the leap
Michael Farr shares his insights on going independent and becoming an entrepreneur—and how passion, innovativeness, and creativity can lead the way.
Michael Farr
CEO & Founder
Farr, Miller & Washington
Take your first step
Learn what you can do right now to begin your unique journey toward independence.
Get started nowFocused on your success
We take the time to fully understand your business needs and goals, and we provide solutions to help ensure that you're equipped with the resources, support, and thinking to help drive meaningful results. Please select from below for more information.
A closer look at going independent
Get our latest eBook, Exploring Your Path to Independence, to help you learn more about your options—and how we can help you along the way.
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