Is Your Current Environment Supporting Your Best Work?

At ONESCO, we've helped advisors transition with confidence for over 50 years. This guide helps you evaluate where you stand—regardless of your next step.

Get Clear on Your Situation

The Independent Advisor's Success Guide

Most advisors never systematically evaluate whether their current environment truly supports their goals—until it's too late.

In our 50+ years helping advisors navigate transitions, we've identified 7 critical areas that reveal the health of your practice situation. This assessment takes just minutes but provides insights that can shape years of decisions.

What you'll discover:

Your true financial independence score
Hidden operational constraints limiting your growth
Whether your compliance relationship enables or restricts client service
If your technology amplifies or complicates your work

This isn't about convincing you to change firms. It's about giving you the framework to make informed decisions about your future—whether that means optimizing your current situation or exploring alternatives.

Download your guide now and gain the clarity you deserve.

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What best describes your situation?

What's Inside Your Independence Guide

ONESCO's framework for evaluating the 7 areas that determine whether your environment supports long-term success

Financial Independence Assessment: Understand your true economics and what you're building

Operational Freedom Evaluation: Measure how much autonomy you have in serving clients

Compliance Partnership Review: Assess whether compliance helps or hinders your practice

Technology & Efficiency Analysis: Evaluate if your tools enhance or complicate your work

Growth Support Framework: Determine how well your environment supports your ambitions

Voice & Input Assessment: Measure your influence on decisions affecting your business

Values Alignment Check: Assess the fit between your approach and your firm's direction

This Assessment Is For Advisors Who...

Value making thoughtful decisions based on clear information rather than hope or assumptions

Think Strategically

You periodically evaluate whether your current environment supports where you want your practice to go.

Value Professional Judgment

You believe your expertise and client relationships deserve respect and appropriate autonomy.

Are Building Something Lasting

You're focused on creating long-term value for your clients and building equity in your practice.

Want Honest Assessment

You prefer clear-eyed evaluation over hoping things will improve on their own.

Are Growth-Oriented

You want to ensure your environment enables, rather than limits, your professional development.

Make Proactive Decisions

You believe in evaluating options from a position of strength, not waiting for circumstances to force change.

TECHNOLOGY & CUSTOMIZATION

Guiding the future of your business

ONESCO’s technology platform is designed to put you in control.

ONESCO’s technology platform is designed to be flexible and supportive of the unique needs of each financial professional. It includes essential tools like data aggregation, electronic signature, forms filling, and business management tools. Additionally, the company offers a three-tiered Business Services Package, allowing advisors to choose the technology and services that best fit their practice

Let's talk about how our technology platform can fit your needs.

Testimonials

See how our commitment to independence and support is making a real difference for advisors nationwide.

— John Larsen, CMFC

★★★★★

"We didn’t realize what true independence was until we came to ONESCO. At first, the transition seemed overwhelming, but ONESCO was always there to help us. Now, we have a stable home base, a team we trust, and the freedom to grow. ONESCO provides the right amount of structure while staying nimble and responsive to advisor needs."

— Jordan Funke

★★★★★

"ONESCO provides what I call ‘supported independence.’ It has a boutique broker-dealer feel, allowing me to run my own business while knowing they’re always there when I need them. ONESCO has helped me grow substantially through their succession planning program—I’ve acquired two and a half practices with their help. I know advisors at other firms who have never been offered such opportunities."

— Nick Sanchez, CFP®

★★★★★

"ONESCO gives us direct access to leadership—no 800 numbers, no impersonal call centers. When I have a question, I can send an email or pick up the phone and reach people who genuinely want to help. They listen to advisors and act on feedback, which is rare in our industry.'

— Elisabeth Olson, CFP®

Financial Consulting Group 360

★★★★★

"We chose ONESCO because of their open-minded approach. Their Compliance Department is willing to engage in productive conversations, and they support advisors in incorporating new technology and innovative marketing strategies. They helped us seamlessly transition to electronic business practices before the global shift, ensuring we could continue serving our clients efficiently."

— Christopher D. Heckadon, CLU, RICP

Managing Partner, Summit Pointe Financial Group, LLC

★★★★★

"ONESCO isn’t just a broker-dealer—it’s a true partner. For over 10 years, they’ve provided a structure that lets me build my business my way while keeping advisor expenses low. Their Advisory Board ensures our voices are heard, and their transition team makes onboarding smooth—even for advisors with books of 1,000 clients."