Osaic Empowered Independence
At Osaic, we’re proud to be one of the nation’s largest independent wealth management firms. Our mission is simple: empower financial advisors to thrive while offering flexibility and choice.
Your business, your way
The Osaic Empowered Independence channel is designed for entrepreneurial advisors who want to focus on clients and growth without the weight of full business ownership. You maintain your independence while we handle the operational work.
Keep your independence
Maintain your brand or adopt the Osaic Advisors brand—without sacrificing autonomy.
Focus on what matters most
Osaic manages key day-to-day business functions, so you can focus on serving clients, driving growth, and/or developing your team.
Leverage scale & strength
We support 10,000+ independent advisors with a flexible, proven infrastructure tailored to your needs.
Accelerate your success
Spend less time on administration and more time building your practice and deepening client relationships.
. . . all while monetizing all or part of your practice and shedding key operational responsibilities.
What you keep
At Osaic, maintaining your independence means you can keep control of:
- Leadership of your practice & your team
- Your client service & investment philosophy
- Your client relationships
- Your brand
What you shed
You focus on serving clients while we handle the rest.
- Managing payroll and bill payments
- Maintaining technology, support, and cyber protection
- Real estate management
- Securing benefits and insurance
- Time spent on compliance and supervision
- Time spent contracting and managing vendors
Hear from your peers
Meet the Osaic Empowered Independence leadership team
Contact us to learn more about how Osaic Empowered Independence could benefit you.
