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You're in the driver's seat. We'll show you the best routes.
Freedom. Autonomy. Control. We'll help you reach your goals—and better serve clients—by uncovering the options and business model to fit your unique needs. Then we'll help identify your best next steps, with a clear picture of:
Your earnings potential
Starting with an analysis of your financial picture and firm's value.
Your transition road map
Helping you align your vision with the business model that's right for you.
Your key resources
Powering your practice with the right product lineup, a flexible platform, and future-ready technology.
Get inspired. Hear from an advisor who went independent.*
“Day one was super exciting. We were able to walk into the new office ... and everything was up and running. Fidelity was there with us ... working and getting things set up...it's like (they) know what I need before I do.”
— Terry Cook, CEO, Parcion Private Wealth