From Wirehouse Fatigue To Ownership: How Steward Partners Built A Hybrid Home For Breakaway Advisors (091)
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From Wirehouse Fatigue To Ownership: How Steward Partners Built A Hybrid Home For Breakaway Advisors (091)
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Jeff Gonyo joins me and we discuss how Steward Partners scaled from just a handful of advisors to nearly $50 billion by blending true independence with W-2 support, multi-custody choice, and broad employee ownership. The result is a clear path for breakaways and independents who want equity, flexibility, and the freedom to focus on clients.
• Founder’s journey from wirehouse to partnership model
• W-2 independence with RIA flexibility and multi-custody
• Turn-key office launches and platform investments
• M&A pathway for growth, not retirement
• Next-gen talent, internal succession, and HNW focus
If you’re a high-performing financial advisor who wants a non-biased, independent guide to explore all your transition options, text, call, email, or DM me. It costs absolutely nothing to work with me.
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