AFFILIATE WITH US as an independent advisor

Is your current firm keeping up with the industry or the needs of your clients? Are you in search of high-quality technology, greater autonomy, more support, and compensation that is more reflective of the advice and services you provide? Let us show you another way: going independent with the Anderson Wealth Management Group and Raymond James Financial Services, Inc.

Find the freedom you want and the support you need.

Your clients remain your clients, you keep your book of business and you run your practice as you see fit. We believe going independent with us is more streamlined than doing so on your own because we have already been through the process and have done the legwork for you – allowing you to simply focus on transitioning your book and serving your clients.

“We chose to align our practice with Raymond James because its company culture of putting clients and their advisors first, acting with integrity and thinking long-term mirrored our own way of doing business. I believe these are qualities you would also value and respect as an advisor dedicated to serving your clients.”
–Scott Anderson; Partner, AWMG; Wealth Manager, RJFS

Direct access to the industry specialists and time-tested strength of Raymond James.

In addition to using your own investment strategies or our eight professionally managed investment strategies, you will have access to the investment strategies and resources of Raymond James Financial Services, Inc. and their affiliate Raymond James & Associates, Inc., a full-service, self-clearing New York Stock Exchange-member broker/dealer.

Achieve autonomy without the hassle.

We have you covered with a receptionist, a contracted Chartered Financial Analyst®, compliance/supervision oversight by Raymond James Financial Services, Inc., and a dedicated advisor support help line. You can work within our branch office – a freshly remodeled, corner suite, class A office space in Lake Oswego. We take care of all the details such as rent, internet, phones, furniture, hardware, software, office supplies, printing and more.

Another benefit of going independent is the tax structure.

Working with a reputable CPA to set up an S-Corp can provide ample tax benefits not available to W-2 employees. Your business expenses now become tax-deductible – for example, the fuel for your vehicle, client meals, artwork for your office, etc. are all tax-deductible.

Choose how you want to join us.

You can join us as either an independent advisor working under the Anderson Wealth Management Group name within our branch office or continue to operate under your own DBA as part of our branch or as a satellite branch. If you intended on a succession plan down the road, you could choose to open a satellite office. Whatever you choose, it’s entirely up to you.

73% of advisors lack a formal succession plan
Source: Financial Planning Association

A succession plan for advisors approaching retirement.

When you retire, you want to be certain that your clients are taken care of, and that you are as well. After all, it is the business you spent your career building, so you deserve to be properly compensated for it. Why not build your succession plan with a team that has done it before? We know the ropes and have already paved the path for you.

With Anderson Wealth Management Group as your succession team, we will work alongside you and share the connected relationships you have with your clients, getting to know them, their financial situation and their plans. It’s all designed to provide a seamless level of care and support for your clients – while you are still practicing and until you’re ready to retire.

Anderson Wealth Management Group:

• Nearly 100 years combined financial experience
• $400 million in client assets
• $3.4 million TTM revenue
• 86.5% fee-based, 99% recurring revenue

As of 9.1.23. Past performance may not be indicative of future results.

It’s time to take charge of your career

Take advantage of the opportunity to go independent with Anderson Wealth Management Group and Raymond James Financial Services, Inc. We believe it can be one of the best decisions you’ll ever make – and that you will be proud to have your clients, book of business and professional reputation associated with such a career move.

Have a confidential conversation with Matt Anderson: 503.850.4089 or matt@andersongrouprj.com.