Schwab Advisor Services™
Over 7,500 independent financial advisors of all sizes depend on Schwab. Here’s why.
ANDREA: Being an independent RIA was never really even a question. I wanted to work at a place where clients’ needs came first. We started day 1 with four people: we had three partners and one staff. The transition team at Schwab was invaluable.
Schwab Advisor Services
SHIELA: Andrea and her team were essentially looking to the next iteration of their business and wanted to focus and really think about where they were going to go as far as the future. So they looked to us to say, “what is it that you can help us do in terms of the thinking through the process?”
ANDREA: They understand our business and they understand the importance of providing our clients with a great experience.
SHIELA: We’re helping not only with growth, but we’re really helping them in being innovative, in being thought leaders.
ANDREA: They’re constantly looking at new ways to make our lives easier.
SHIELA: We wake up every day – this is exactly what we do: We think about our work and how best we can support our clients.
ANDREA: I can say without a doubt that Schwab has made a difference in our growth.
Own your tomorrow®
Charles Schwab is proud to support more independent financial advisors of all sizes and their clients than anyone else.
The views expressed are for general information purposes only and are not intended to be a substitute for specific individualized legal or compliance advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a professional. Examples described are for illustrative purposes only and does not represent a guarantee of future performance or success and may not be representative of your experience.
SBK Financial is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. ©2018 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC. (1018-8X00)