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Built By Advisors for Advisors

Every financial advisor has a vision for their practice.

Achieving that vision requires partnering with a firm that understands your needs and can provide the necessary resources and support for your path to success.

The Independent Grid is an advisor-centric platform that provides financial advisors the freedom, flexibility and resources to determine where you want your business to go and how best to get there, all while maintaining your own brand identity. From in-house marketing support to virtual administrative and practice management solutions, The Independent Grid is here to help.

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.

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Who We Serve

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Solo Practitioners

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Gone are the days of having to go it alone.

There are only so many hours in the day and as a solo practitioner building your business, leveraging your resources and any efficiencies of scale is imperative for you to achieve the success you envision. We can help.

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

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Independence. Freedom. Service.

As your team grows, so does the needs of your business. Our team is uniquely positioned to provide the support you need through every stage of your business’ evolution.

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 business and now you want to enjoy the good life but aren’t sure how to make the transition. Our team will guide you through the process to ensure you maximize your value all while providing a seamless transition for your clients.

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

The Grid provides you the freedom to run your business, your way. From cultivating your own brand identity to selecting the right technology and investment solutions, you determine what’s best for your business.

Service

Our team is thoroughly committed to understanding your needs and delivering timely and accurate solutions and support when called upon.

Learn About The Grid Difference

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