Taking the First Step

Are you where you want to be in your career? Maybe you’ve thought about going independent and owning your own firm. Consider the pros and cons—and what you need to do to make your dream a reality.

Explore the materials below to start understanding what it means to be independent.

Researching Options

What fears do you have about going independent? Learn more about what kind of support you'll need.

Choosing a Partner Firm

When breaking away from your wirehouse, the right partner can make all the difference. Here's what to ask when interviewing firms.

Opening Your Doors

Do you know what to do to be ready for your clients? Read more about the steps to take before you open for business.

Growing Your Business

What does success mean to you? Learn more about what to consider as you grow your practice.

Connect with Us

Tell us a little about yourself. We'll begin a conversation about your business and how Commonwealth can help move your practice forward.