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Freedom Starts Here, No Strings Attached
Award-winning independent RIA platform built by advisors, for advisors
We offer:

Freedom from bureaucracy

Crystal clear economics, no hidden fees

Unlimited capacity for growth

Fastest-growing RIA in Texas and #22 nationally

Ranked #22 out of 50 fastest growing RIAs by FA Magazine. See criteria.
ARE YOU TIRED OF:
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Being undercompensated and undervalued?
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Fighting firm bureaucracy and hidden agendas?
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Unclear payouts and options?
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Seeing limited opportunities for real growth?
Do You Feel Trapped?

You’ll have 100% ownership of your book of business and data with crystal-clear economics.
No proprietary product mandates, no hidden agendas, no “payout gymnastics,” and no centralized playbook. We’re an employee-owned firm, not backed by private equity, so our focus remains solely on your long-term growth and independence.
Our Advantage:
Unmatched Freedom &
Transparent Economics
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Your Path to Independence:
The Titleist Freedom Roadmap
Our proven roadmap guides you through every step of your transition and beyond.
From business formation to technology due diligence and ongoing practice management coaching, we provide the comprehensive support you need to scale your RIA practice efficiently and confidently.
Let’s Talk
You became an advisor to build a business worth owning, not to serve someone else’s firm. We’re here to help you do exactly that.
