OWN YOUR FUTURE

Build the business you’ve always imagined. Serve your clients without compromise. If you’re ready to make an impact, build an enterprise, leave a legacy and take charge of your own destiny, welcome to tru Independence.

About tru

tru Independence empowers investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms—while maintaining 100% ownership stake of their new entity.

Our Services

From business formation and launch to growth acceleration strategies, tru Independence provides a comprehensive service platform to support your business now and in the future.

tru Community

Our community is comprised of independent investment advisory and wealth management firms committed to driving their clients’ success on their own terms.

BECOME AN INDEPENDENT FIRM

The benefits of independence are limitless and with tru, they’re closer than you think. If you’re ready to blaze a new path forward and build a thriving independent business, tru Independence can help power your success.

LEARN MORE ABOUT US

tru Independence is the premier consulting and service platform for investment professionals seeking to launch independent firms, while maintaining 100% equity ownership.

Our Team
Over the last two decades, our experienced team has helped countless advisors become successful entrepreneurs. LEARN MORE › 
Our Community

Our member firms maintain 100% equity ownership of their business and retain their unique brand identity. That means that they can build their business and serve their clients on their own terms.  LEARN MORE › 

Our Mission

tru Independence was founded with one goal in mind: to empower investment professionals with the tools and support they need to create successful independent investment advisory and wealth management firms. LEARN MORE ›

Our Strategy

tru Independence uses industry-leading tools and technology to prepare you with everything you need to transform your company vision into a well-formed reality. LEARN MORE ›

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