What is an independent financial advisor and why does independence matter? Watch one advisor talk about how being independent gives him the freedom to do what’s best for his clients.
I am an independent financial advisor.
I left a traditional brokerage firm because I wanted to be free of their constraints.
At my firm, I act in the best interests of my clients.
I can tell them I’m supported by one of the world’s strongest, most admired financial firms.
Fewer constraints, the freedom to do what’s best for my clients.
That’s why I’m independent.
Charles Schwab is proud to support more independent financial advisors and their clients than anyone else.
Learn more at FindYourIndependentAdvisor.com
The RIAs and their representatives featured here use Schwab for custody, trading, and operational support. The advisors shown are not owned by, affiliated with or supervised by Schwab. Inclusion should not be construed as a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services, or a sponsorship by Schwab. ©2017 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC. (1017-7RMJ)