THE INDEPENDENCE INCUBATOR™

are you ready to leave your wirehouse or IBD?

Are you tired of recruiters painting an overly optimistic picture?

Do you feel like the custodian you are speaking with is over-promising?

Are you struggling to figure how who you can actually trust?

YOU ARE NOT ALONE

 

About the incubator

The INDEPENDENCE INCUBATOR™ is a highly discrete team of professionals with backgrounds in investments, operations, compliance, practice management and transitions.

We are not recruiters or affiliated with any broker-dealer. Our clients pay us directly for unbiased advice on their best path to independence. 

Thinking About Going Independent?

Meet The Team

Jay Coulter, CFP®, CIMA®

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Joe McQuaid

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Grier Rubeling

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Chris Winn

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Resilient Advisor™

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