It’s not just the billion-dollar teams that are making a splash in the independent space—just ask Brett Oley of Oley Kinser Concierge Wealth
11-year UBS veteran
Brett Oley knew that he eventually wanted to be an independent
financial advisorand planned to move within the next 10 years of his career. But he did what many would consider unthinkable: At age 35, with a new baby at home and $90mm in AUM, he started his own practice with independent broker dealer Raymond James Financial Services. 16 months later, Brett and his partner, Ryan Kinser (who joined him in May of 2018) are thrilled to be
business ownersand excited for what the future holds for them. Today Oley Kinser Concierge Wealth has grown to $125mm in AUM and is continuing their upward trajectory.Related:
Building an RIA Firm for Maximum Value from an Investment Banker’s Perspective So, what caused Brett to accelerate his move to independence by 10 years? He shares that and more, including:
Whether his business was “big enough” to make a move to independence worthwhile. Why he made the leap from employee to independent business owner. Why he chose Raymond James as his partner. What his transition experience was like. How his clients reacted to the news of his move. And so much more.While making the leap was scary, for Brett the prospect of staying with in a firm that no longer best
served his business and clientswas even scarier. In the words of Charles Darwin, “It’s not the strongest or the most intelligent who will survive, but those who can best manage change.” And Brett and Ryan’s willingness to change is leading them to great success.
