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The Grid Difference

Independent but not alone.

Focus on advancing your business and deliver a top tier client experience by tapping into our professional support team.

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The skilled team on The Independent Grid already supports a group of financial advisors just like yourself, join the family of professionals working to achieve success, together.

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You deserve to build your dream practice, to do things the way you want. We provide solutions designed around your unique needs so you can achieve your goals.

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The services we provide include:

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Business Development Guidance

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Practice Protection

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Remote Admin Program

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Transition Support

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Marketing Support

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Investment Solutions

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Compliance Oversight

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Practice Acquisition Guidance

Partnership

Your business is your blood, sweat, and tears. You want someone to understand and care about it as much as you do. 

Our team tailors solutions to your distinctive business foundation. 

When elevating your business, a true partner is crucial.

Flexibility

It’s your practice, it’s up to you how you want to brand it. Keep your own branding, or don’t. 
 
Either way, we have an already established brand you can build off of, or we can coach you through expanding your own brand. 

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Flexibility is essential when you own a business. 

Freedom

Our industry is deeply personal, and every client has a unique set of needs.

The freedom to find the best solutions is a necessity and we have the resources to help you deliver customized strategies.
 
You deserve to build your dream practice.

Infrastructure

Spend more time developing your business and less time on administrative tasks. 

You’ve earned the right to focus on elevating your practice.
"A pleasant surprise for me was the effort put forth by The Grid Team to create an environment where the advisors want to stay. The weekly online advisor meetings are informative and interesting.
 
Small things such as the high quality of the business cards, to larger things such as the attention paid to the web site, and the in branch marketing support, and the birthday phone hold music, reflect an entirely different and positive culture as opposed to that of the wirehouse."
Diverse financial professionals collaborating

Are you ready to thrive?

Then we should talk, schedule a chat today to discover how we can help you build the business of your dreams.

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888-944-9725

info@theindgrid.com

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Check the background of our financial professionals on             FINRA's Brokercheck

For financial professional use only. Testimonials may not be representative of the experience of other financial professionals and is no guarantee of future performance or success. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor to residents of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.   

Cambridge and The Independent Grid are not affiliated. This communication is strictly intended for individuals residing in all 50 states, D.C. and PR. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, The Independent Grid makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Cambridge’s Form CRS (Customer Relationship Summary)

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