"I don't regret one minute of it. I don't regret the decision at all."

Christopher Van Slyke, Partner and Co-Founder, WorthPointe, LLC

Hear advisors talk about their decision
Christopher Van Slyke

What if you could build your own business – one where you call the shots, your clients benefit, and you focus on what you enjoy? What if we helped you think through the possibilities and gave you all the support and tools you need to help you build the firm you’ve always wanted to work for? Now you can. Read on to find out how.

Understanding Independence

What does it mean to be an RIA? Is being an RIA right for you? What is it really like? If you’re curious, these are the right questions to be asking. And you’ve come to the right place to find answers.

Considerations for Independence

There are economic and business factors to consider before you make the move. But there’s more than that - becoming an RIA is a commitment to the lifestyle, the culture, and the fiduciary standard. Let's explore if you and your clients can benefit from the RIA model.

Choosing the Right Custodian

Commitment. Coaching. Community. Doing more for you and your business is part of who we are. We’ve worked with advisors to design technology, products, and programs that can help take your practice where your ambitions lead.