We started small, but Schwab took a leap of faith with us and believed in our vision, and we've doubled in size. I thought I could do more for my clients. I felt that Schwab had such a strong credibility in the marketplace and with my clients leaving a very, you know, brand recognized firm that they would feel that their money was in a trusted place. You know, we view our relationship with Schwab as an extension of our team. Schwab has exceeded my expectations by supporting us and how we want to grow our business.

We went independent in 2017 and it's been the best decision I've made in my career to date. You're getting a tremendous amount of value working with Schwab. The service, service side of it. The structure that Schwab has in place. The support that they offer. And I want to call it uncompromised support because the support truly is world class. They really do care about advisors and you can tell. Going with Schwab you have control of your destiny.

I started to really evaluate what the future looks like and what the future for advice looks like. The independent model was the model that could support that type of growth. We were definitely scared, and I think for me it's the fear of the unknown. And Schwab was able to calm my nerves here and just let me know that there are people that can help. The team that supported us in this transition and continues to support us has been very integral in our growth. We've more than doubled our business.

Headline: Independence allows us to think big.

MaryJane: Schwab focuses on us like we focus on our clients. Even though I consider us a smaller firm in the grand scheme of things, I feel like we are treated equally, as if we had a billion dollars under management.

Kristie: I really believe in serving our clients to the best of my ability. And that means I have to do whatever it takes. MaryJane works for one of our firms in the Atlanta area.

MJ: Being an RIA, I think that's just very different, allows us more freedom, our clients more freedom. We had about 100 clients in our firm previously, and now we have 250 clients.

Kristie:  Our job is to help advisors grow. My clients expect more than excellence. It's gratifying that I get to work with advisors every single day and it's even more gratifying to know that what I do for them is going to be beneficial for their clients.

MJ: There is a whole new world out there. Schwab helps our firm think bigger.

Holding line: Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.
 

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Advisor Services™ 

Independence works for me and my clients.

Andy Brown
Capital Advisors

Andy: You know, if I was still talking with somebody who was still on the brokerage side looking to come independent, I would really tell them to focus on what's the most important thing you like to do. Charles Schwab, in my mind, will help you from day one develop your business plan, help you develop your compliance, and allow you to really focus on what you want to do, which is take care of the clients. They will be an extension of your firm. Schwab is focused on us like we focus on our clients.

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Charles Schwab
Own your tomorrow^®

Charles Schwab is proud to support the independent financial advisors who are passionately dedicated to helping people achieve their financial goals.

DISCLOSURES:

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 do not represent a guarantee of future performance or success and may not be representative of your experience.
Capital Advisors 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. ©2020 Charles Schwab & Co., Inc. ("Schwab"). All rights reserved. Member SIPC. (0320-0HRH)