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Built By Advisors for Advisors

The Independent Grid is an advisor-centric platform providing turnkey back office operational, marketing and compliance solutions, coupled with responsive service and support to financial advisors seeking a true, independent platform.

Our advisors have the resources and support a larger network of advisors can provide all while maintaining their own brand identity and autonomy with their business. With over 100 years of collective experience, our team knows the challenges facing today’s advisor and is committed to providing you the tools and resources needed to achieve the success you envision for your practice.

It’s about you and your clients. Always.

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Who We Serve

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Solo / Small Team Practitioner

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Gone are the days of having to go it alone.

There are only so many hours in the day. Let us help you do more of what you want and less of what you don’t.

Related Services
  • Practice Management & Business Development Support
  • In-House Marketing Services
  • Remote Admin Program
  • Guaranteed Contingency / Succession Plan
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Captive Advisors

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Independence. Freedom. Choice.

Your client’s needs are diverse. So should your ability to service those needs. Having access to a broad spectrum of products and services gives you the opportunity to meet those needs and the flexibility in how to do so.

Related Services
  • Investment Solutions
  • Practice Management & Business Development Support
  • In-House Marketing Services
  • Remote Admin Program
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Advisors Seeking Exit Strategy

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Ready to enjoy the fruits of your labor?

You’ve spent years building your practice and now you want to enjoy the good life but aren’t sure how to make the transition. We can help.

Related Services
  • Guaranteed Contingency / Succession Plan
  • Remote Admin Program
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Why

Choose

The Grid

Independence

We provide advisors the ability and freedom to conduct their business according to their own goals and objectives.

Freedom

We give you the ability to run your business, your way. From cultivating your own brand to selecting the right CRM for your business you determine what’s best for your business.

Choice

We are thoroughly committed to understanding the needs of your business and delivering timely and accurate solutions when called upon.

Learn About The Grid Difference

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