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With over 100 years of collective experience, The Independent Grid team represents some of the industry’s most seasoned and eclectic group of financial professionals assembled in one organization.

We are innovators, business builders, wealth and retirement advisors…we are YOU.

Hiring Remote Workers Can Reduce Advisors’ Cost

Paperwork: no doubt one of the biggest hindrances to any professional. In the financial services industry, the administrative requirements inherent to our line of work are considerable, and for those who do not have administrative support, it can be detrimental to the...

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Avoid These Marketing Mistakes

    Marketing guru Joe Chernov once said, "Good marketing makes the company look smart. Great marketing makes the customer feel smart." As a financial advisor, your marketing plan may make the difference between your business thriving and your business stagnating....

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About The Independent Grid

Whether you are a solo practitioner or part of a larger team, ‘The Grid’ provides you an opportunity to plug in to a network of financial professionals while maintaining your independence and brand identity.

Through our relationship with Cambridge Investment Research, Inc., we are able to provide turnkey solutions tailored specifically to your needs and your business model.

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