How To Go Independent

An objective source to learn about independent business models


A deeper look into my path to independence

TransitionsSean KernanComment

I look forward to sharing my insights and knowledge on how to take your investment or financial planning practice from an employee model to an independent model.

I’ve been excited to start this project and I hope it will be helpful and educational for you.

I want to give you a little background on why I decided to start this business and why I'm qualified to provide useful, and hopefully somewhat interesting information, if you’re curious about the other side of our business.

My Journey to Independence

TransitionsSean KernanComment

Six years ago today, I established my own independent financial advisory practice.  It was the culmination of seven years of building a client base at big firms, learning about various business models, and planning for the move.  It was probably inevitable that I would end up with my own practice once I learned that the independent model existed. 

I am very grateful for the autonomy to run my business the best way I see fit for my clients and my family. For me, "Going Independent" has easily been the best professional decision I have ever made.