Partnered Independence: A Smarter Path to Freedom

If you’re a wirehouse advisor contemplating the leap to independence, you’re not alone—and you’re not without options.

In 2017, after years of navigating the structure and support (and yes, the limitations) of a wirehouse environment, we made the move to independence. That decision led to the founding of 1792 Wealth Advisors, an independent Raymond James practice and purpose-built to support advisors through a successful transition to independence. Our model was designed for professionals just like you: skilled advisors who want more autonomy, without giving up the infrastructure that makes your business run.

We understand the promise—and the uncertainty—that comes with the word independence. Yes, you gain ownership of your book, greater flexibility, and potentially higher payouts. But for many advisors, the idea of “going it alone” can feel overwhelming. Questions about compliance, infrastructure, technology, and day-to-day operations are real—and they can stop even the most entrepreneurial advisors from making the jump.

That’s why we believe so strongly in partnered independence.

A Better Way to Break Away

At 1792 Wealth Advisors, we’ve built a platform that offers the freedom of independence with the confidence of a well-supported practice. This model gives you the autonomy to grow your business your way—without having to become your own back-office overnight.

Our advisors benefit from:

• Turnkey transition support to simplify your move
• Shared infrastructure, including office space, payroll, and benefits
• Dedicated compliance oversight, so you can stay client-focused
• Scalable operations, to help you grow without the growing pains

You’re free to focus on what matters most: your clients, your business, and your future.

What sets us apart is that we’ve lived this transition ourselves. We know the challenges because we’ve faced them—and we’ve built a model to make the journey easier for those who follow.

Proof in the Practice

Recently I was honored to be named to AdvisorHub’s “Advisors to Watch Over $1 Billion” list. While that recognition is deeply gratifying, it’s more a testament to the success of our approach—and the incredible advisors who’ve joined us along the way—than any individual achievement. It reaffirms what we’ve always believed: that independence doesn’t have to mean isolation.

Let’s Rethink What Independence Really Means

Partnered independence is not about trading control for convenience. It’s about combining the best of both worlds: the freedom to shape your business, with the support to scale it sustainably.

If you’ve outgrown the wirehouse model but aren’t looking to reinvent the wheel, there’s a smarter path forward—and we’d love to help you explore it.

Let’s talk about how your next move can be your best move.

2025 AdvisorHub 200 Advisors to Watch over $1b, is based on the period from 12/31/2023 – 12/31/2024 and was released on 6/18/2025. 1,972 nominations were received, and 200 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4naGS1c