INDEPENDENCE HUB
Making a move to independence
Want the freedom to build your business your way—on your terms, for your clients? With more ways to become an independent advisor today than ever, our unbiased expertise can help you make a move that's right for you.
Why become an independent advisor?
Independence gives you the power to shape your business around what matters most: your clients and your goals. Whether you're seeking more control, flexibility, or growth, we’re here to help you find the right fit—based on your vision and goals, not ours. So why consider independence? Here’s what you can gain:
More flexibility
Build a practice with the products, technology, and solutions that help you best meet your clients' needs.
Greater autonomy
Take ownership of making the decisions that reflect your values and your clients' expectations.
Higher growth potential
Tap into new revenue opportunities and grow your business your way.
Understand your options for independence
Discover how our team's consultative, unbiased approach can help you uncover the business models that best align with your unique vision of independence.
Resources for taking your next step
Use our expert insights and tools to help guide your move—and fuel your growth as an independent advisor.
We help financial advisors bring their vision of independence to life
Hear more about going independent directly from one of our clients: their catalyst for seeking independence, the exploration process, and how Fidelity consultants and their support at every step helped make for a successful move.
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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
Get support every step of the way with Fidelity’s solutions
Whether you’re starting to explore independence, transitioning your business, or looking to optimize your RIA practice’s long-term growth, our platforms, investment products, and consulting services can help you achieve your goals.
Innovative products and technology
Fidelity offers investment and retirement products and the technology platform Wealthscape with digital advice solutions and eMoney integration.
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Practice management and consulting
Fidelity provides practice management and consulting to help you build a successful business using our Five Fundamentals of a Future-Ready Firm.
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Ready to get started?
Let's talk about your options for independence.
*The experience of this customer may not be representative of the experience of all customers and is not indicative of future success.