A supportive alliance of like-minded professionals

The most experienced and conscientious advisors in the industry eventually come to the realization that they need independence, support and the broadest array of unbiased resources to best serve their clients. That’s the mission behind Independent Wealth Partners, an organization established to support like-minded financial professionals who seek customized, hands-on guidance and assistance as they transition and operate their practice as a truly independent business.

The team at Independent Wealth Partners offers the flexible foundation of assisted independence, including shared office resources, supervision and enhanced compensation amongst a cohort of other top advisory practices, each maintaining their own brand and identity as they grow and prosper.