Going independent
doesn’t mean you’re alone.

You’re at a turning point in your career. Considering or planning to break away from your wirehouse or IBD. You probably have questions. And maybe even a few concerns.

But Orion Advisor can help.

Introducing the Breakaway Resource center: A complete knowledge bank for advisors looking to make the next move in their career. Here you’ll find insight and advice from others who have found a proven process for building their business from the ground up.

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Jumpstart Your Journey to Independence

And Take Your Next Steps With Confidence

Video Series

Breaking Away Together

Hosted by “the reformed broker”, Josh Brown, an Orion-exclusive video series featuring successful breakaway advisors with advice on overcoming the hurdles to reap the rewards of independence.

 

Going Independent to Focus on Clients / 11:54

Pleasant Street Wealth Advisors, co-founded by Taylor Nissi and his father, focuses on using technology and listening to clients to meet their changing needs.

 

The Launch of Magnus Financial Group / 16:41

At Magnus Financial Group, clients can expect to create a integrated and holistic financial plan with an emphasis on tax sensitivity.

 

How FinTech Is Leveling the Playing Field for Independent Advisors / 18:53

Jordan Collins and Brady Ririe, the Managing Partners and Co-Founders of Divergent Wealth, started their own RIA to change the way that people engage with advisors.

 

Taking the Leap of Faith to Become Independent / 11:23

Mike Fauser, the Owner and Principal Advisor with the Fauser Group, is passionate about financial planning for each client.

 

What it Really Looks Like to Go Independent / 25:41

Breaking away and starting an independent RIA can sometimes be demanding, but the right technology can make a big difference.

About Josh Brown:

Josh is the CEO of Ritholtz Wealth Management and is most known for the “Reformed Broker”—one of the most widely read financial blogs—as well as leadership within the industry.

Blog     Twitter

MarketCounsel’s Insights 

Educational Resources

Orion’s leading breakaway advisory consultant, MarketCounsel, offers industry guidance on topics most critical to breakaway advisors.

Getting the Facts & Dispelling the Myths of the Broker Protocol
What the SEC's Best Interest Ruling Means for Breakaway Advisors

Privacy & Data Security: Subtile Treats to Employment Transition

Partner Resources

Brought to you by many of the top firms supporting RIAs.

Take Control of Your Future with FA Match

Breaking away can open up a world of new opportunities, including joining an existing RIA. Take control of your professional future with FA Match, a digital career management platform that is completely discreet, easy to use, and entirely focused on you, the advisor.

Making your next career move is as easy as 4 simple steps. Click here to find out how easy it is.

Not ready to move just yet? No problem. FA Match isn’t a solicitation service and won’t ever disclose your information to third parties, so you can be sure your information is secure until you decide to initiate a conversation.

“I started out with a large broker-dealer and after a few years, I got to the point where I wasn’t getting to spend time on what I wanted to do: building the business and serving my clients. At a certain point, I decided I needed to break away. It was a leap of faith but now as the Fauser Group is celebrating our one-year anniversary, my spirits have been so lifted and I can’t tell you how glad I am that I made the decision to go independent.”

Mike Fauser, Principal Advisor,
Fauser Group

Want to learn more about
how Orion can support your transition?

Get in touch

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