We're here to help you deliver. We empower independent advisors to grow, compete, and succeed in advising the ultra-wealthy community. Find out how our people, technology, and specialized solutions have earned our clients' trust for more than 40 years.

unbiased advice.

More and more advisors are seizing
the opportunity to create the future they've imagined for themselves, and their clients.

Delivering genuine, unbiased investment advice is more important than ever – The freedom to put clients and their goals above all else, this is where independent advisors excel. And savvy clients recognize this and are moving their assets accordingly.

we got your back.

Our service team and in-house consultants can help advisors operate more efficiently, and craft a long-term growth strategy.

Retire Smarter tailors its transition support to an advisor’s business goals. The degree of support is up to the advisor, but it typically starts with business planning, then moves into other phases. The most important thing to remember is you’re not alone.

The Fiduciary Standard.

Advisors serve as fiduciaries for their clients. Their job is to provide personalized financial advice and services.

Our firm works with complex portfolios and addresses the unique needs that require a highly customized level of management, strategy, and consultation. Under the fiduciary standard, firms are required by law to act in the best interests of their clients.

The Time for Independence is Now.

Charting your own course.

Once reserved for pioneers, independence has moved from
uncharted territory to undeniable opportunity, a shift recognized by the
market and powered by a sophisticated support ecosystem.

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smart sheets.

May // 2023

your guide to going independent.

A 30,000' overview of Retire Smarter's independent advisor model.

June // 2023

your path to independence starts here.

Advisor Partnership Agreement.
RS Relationship Builder.
RS Confidentiality Agreement.

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