man working in the office.

It's About You and Your Clients. Always.

Whether you’re a solo practitioner, part of a small advisor team, or looking for an exit strategy, leveraging efficiencies of scale is essential for the growth of your business. When we designed The Independent Grid, our mission was to design an enterprise that offers resources that any advisor at any stage of their business could benefit from.

By leveraging our in-house marketing, business development, administrative and succession planning services, you will be given the support you seek and the opportunity to achieve the growth you envision.