Video: Dream Big
Dream Big

Why they made the move


Picture it. Your name on the building. You're in charge. Doing what's best for your clients and growing your business on your terms. Why keep dreaming? Every year, advisors like you seize the opportunity for more freedom, more growth, and more potential. Meet three advisors who made their dreams happen and took control of their futures.

Watch the whole series


  • Change starts now

    Read Exploring Independence to discover how you can transform your future as an independent investment advisor.

  • Follow us on LinkedIn

    Join the conversation about independence.

  • Experience the Schwab difference

    Learn what working with the leading custodian can mean for you and your clients. 


The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. The mention of these third parties should not be construed as a recommendation, endorsement of or sponsorship by Schwab. You must decide whether to hire any firm and the appropriateness of their services for you or your firm. Schwab does not supervise third party firms and takes no responsibility to monitor the services they provide to you. The views expressed are those of the third party and are provided for general informational purposes only. Experiences expressed are no guarantee of future performance or success appropriateness for any given situation. Past performance is not an indicator of future success. Some of the statements have been edited.