What's the fastest growing channel in wealth management?

Independence
  • Values
  • Freedom
  • Culture
  • Legacy
  • Control
  • Opportunity
  • Flexibility

Who We Are

Wealth Management Independence (WMI) was founded to educate and recruit the wealth management industry's top financial advisors.

Our mission is to work with individuals and teams who have the entrepreneurial spirit to own their firm and to build their own practice exactly the way they desire while serving their clients as a true fiduciary.

About Us

Your Independence

When you transition from being an employee to a business owner, you’ll have the power to build and control your practice the way you desire. This empowerment leads to personalized branding, innovative marketing, less restrictive compliance, and a highly customizable pro-client financial planning and investment platform.

Your Values

As an independent advisor, you will be able to make your own decisions when it comes to hiring associates and admin staff, choosing the technology you need most, and selecting the resources and platform that delivers the very best experience to help you support your clients.

Our Mission
& Values

WMI is dedicated to providing critical editorial and training content for Financial Advisors who work in the independent channel.

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Advisor
Recruiting

WMI advises million dollar producers on the benefits of an independent firm versus a large wire-house.

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Advisor
Training

The independent channel is the fastest growing segment in wealth management today, and it's an empowering opportunity for many new and veteran advisors and teams who seek the autonomy to build their own firms.

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Client
Associates

Client Associates are indispensable partners to successful wealth management practices. WMI also advises the industry's top client associates on the benefits of an independent firm versus a large wire-house.

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Our Mission
& Values

WMI is dedicated to providing critical editorial and training content for Financial Advisors who work in the independent channel. As Head of Sourcing for Steward Partners, Paul Sullivan also recruits the industry's top Financial Advisors and guides them on the path to independence.

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Advisor
Recruiting

We are actively recruiting the best financial advisors to join the Steward Partners network of independently owned partner firms.

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Advisor
Training

The independent channel is the fastest growing segment in wealth management today, and it's an empowering opportunity for many new and veteran advisors and teams who seek the autonomy to build their own firms.

learn more

Client
Associates

Client Associates are indispensable partners to successful wealth management practices. If you’re a top Client Associate, we invite you to have a confidential conversation about your potential in the independent channel.

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Client Centric Values

Advisors are increasingly frustrated with their institutional employers. They are voting with their feet and leaving to build their own firms with a client centric culture and values they consider essential:

fueled by purpose

Provide solutions; not products

culture-driven mindset

Foster a culture of collegiality; Not unsociability

greater outcomes

Make decisions that are bottom-up; not top-down

elevated standards

Experience compliance that protects; not punishes

acting with integrity

Recognize ALL people based on merit; not political correctness

leading with passion

Build a company that puts clients first, and profits second