Independence Plus Complete support from startup to succession.

As an independent advisor with Raymond James, we’ll help you build your practice from scratch or bring it to the next level with specialist support, business owner services and deep industry insight.

Comprehensive services: Business Structure

Start up strong with our startup guide, then get specialist guidance on structuring your tax entity and ownership. Next, consult with a CPA and create a business plan: review startup expenses, plan cash flows, create a custom flow of funds chart.

Comprehensive services: Real Estate

Select your location with the benefit of a market survey. Then we can help issue RFPs, negotiate a new lease or review an existing one, and secure real estate. We also provide complete office design and setup services.

Comprehensive services: Insurance

Protect your business and right-size your insurance with reviews and consultation on group health plans, local business risk, errors and omissions coverage, and life insurance.

Comprehensive services: Business Operations

Put your business essentials in order with guidance on compensation structures, payroll management, budgeting and benchmarking, P&L setup, management reporting, catastrophic planning and annual business reviews.

Unlock the power of independence with the support of an elite team of startup consultants and business accelerators.

For more than a decade, our Independent Business Consulting team has been providing white-glove service, powerful resources and personalized guidance to help advisors break away from the ordinary.

Your dedicated support team

Work closely with a team of specialists dedicated to vision.

Unlock the power of independence

Complete support for your business
Steve Voss, the head of Independent Business Consulting, talks about the power of personalized consulting support for independent advisors.
One advisor’s journey to independence
Evan Mayer shares how insightful advice and business services helped him take advantage of independence and elevated his practice.
Building your own independence
National Head of Advisor Recruiting Jodi Perry talks about how independence gives each advisor the opportunity to play to their strengths.

Major firm resources personalized for you

  • Compliance and supervision
  • Practice management
  • Transition management
  • Cyber security
  • Marketing
  • Paraplanning
  • Technology
  • Business consulting
  • Virtual admin
  • Succession & Acquisition Planning