>> Going Independent

Many of today’s most successful independent RIAs trace their professional and career development to operating as an employee with legacy financial institutions.

While the wirehouse and representative environment may have been adequate in the past to find success as an advisor, the recent financial crisis, mergers, and regulatory changes have completely changed that world forever. In today’s more complex environment, investors are looking to work with an advisor who is independent, fee-only and free from the conflicts of trying to sell a product for a commission.

At SSG, we understand this and support your independence. That’s why we are an independent, employee-owned firm, free from the internal conflicts that may affect other custodians. We’ve invested heavily in our infrastructure to create the tools, resources and expert guidance to making the transition to independence a smooth and easy process.

Tap into our experienced team who understand the business needs of Independent RIAs – including our Business Transition Unit, which can have you up and running quickly.