supported independence

You’re in control but not alone

Explore financial advisor independence with a firm that supports financial advisors through training, tools, and resources to grow and scale their practice.

A wealth management firm that supports your independence

With supported independence, you’re well-positioned to:

Serve your clients with expertise you can rely on

We cultivate a client-first approach with an open architecture platform and innovative tools, supported by the financial strength, scale, and resources of a leading firm.

Scale your practice with empowered growth

We provide local support, efficient technology, ​and a diverse range of proven investment strategies to help you​ take your practice to the next level.

Choose your own path

You go to market the way you want. We stand behind you with administrative, marketing, and compliance resources that free you to focus on what matters most—your clients.

tools to enable success

The support and infrastructure to help you build, grow and sustain a practice on your terms.

Our comprehensive supportive independence model helps to ensure that advisors have the support they need from onboarding through succession planning and everything in between.

Marketing resources

Strategies and tools to build your brand, enhance your visibility, optimize your online presence and connect with clients effectively.

Technology and tools

We provide local support, efficient technology ​and a diverse range of proven investment strategies to help you​ take your practice to the next level.

Transition and onboarding

Dedicated resources to transition your practice with ease and support you throughout the onboarding process.

Succession and acquisition planning

Our Program offers experienced advisors the tools, resources and support to seamlessly grow your business and achieve strategic goals.

Join us

See what supported independence can do for you

  • Experienced advisors

    You’re in control but not alone as you serve your clients, scale your practice and choose your own path.

    Connect with us

  • New advisors

    When you join our team, we support and reward your growth as you build a prupose-driven practice.

    Start your career with us

FAQs

Advisors access marketing, administrative, compliance support, tools, and a collaborative network for growth.

Strategic marketing, admin support, and collaboration help advisors focus on client relationships and expand their practice.

Supported independence blends autonomy, robust resources, and values of integrity, insight, and empathy for advisors.

We provide ongoing training, mentorship, leadership development, and access to cutting-edge financial planning tools to help advisors grow their expertise and careers.

GE-8781456.4 (04/2026) (Exp. 01/2030)