You’ve spent years building a book of business, but may be looking for more freedom in how you run your practice, serve clients, and manage the AUM you’ve worked hard to accumulate.
Where you stand today is likely very similar to where we stood 14 years ago, weighing the pros and cons of breaking away from a large brokerage firm. Through this experience, we’ve built a transition model that can ensure you thrive from the day you submit your resignation letter and well into the future.
When you enter the independent space, the new demands placed on your practice can be overwhelming. The good news for break-away teams is that we've developed a plug-and-play independence model that provides you with the best technology, custodial relationships, marketing, compliance, and support staff from day one.
A team supporting your move.
When you join the team at Telemus, you gain a network of industry veterans that are committed to your success.
DIANA J. JOSEPH, JD
Co-CIO, Partner, Senior Financial LIfe Advisor
JOSH LEVINE, CFP®
Senior Financial Life Advisor, Partner
LYLE WOLBERG, CFP®
Senior Financial Life Advisor, Partner
A respected, independent advisory firm to call home.
When we created Telemus, we set out to create a firm that was transparent, independent, and put our clients’ best interests ahead of everything else.
The industry has recognized this work, as we've been named one of the Top 100 Independent Wealth Advisors by Barron's each year since 2009.
Bob is one of the original founding Partner at Telemus and now focuses on helping elite brokerage teams enter the independent space. With more than 30 years of investment and financial industry experience, Bob guides teams through the breakaway process - ensuring this once in a lifetime event is executed flawlessly. Reach out to Bob today, to get the conversations started.
