Helping You Own Your Future
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.
We believe you deserve the opportunity to build a thriving business—on your terms. That’s why we’ve developed a best-in-class integrated service platform, designed to guide you through a seamless transition.
Our commitment to your success is clear in the comprehensive services we provide. From business formation to launch, we have the scale, knowledge and expertise to support you at every stage of developing your business. Then, through our continued relationship, we’ll help you develop an ongoing strategy for accelerating growth and ensuring your long-term prosperity—all while maintaining 100% ownership of your practice.
Over the last two decades, our team has helped countless advisors become successful entrepreneurs. Let tru Independence help you build the business you’ve always imagined. Let us empower you to 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.
CEO | tru Independence