Advisor Voices

Real stories from financial professionals who chose independence and never looked back.

Choosing independence is a big decision. Hearing from the advisors who have walked that path makes it clearer, easier, and far more real.

Here, you’ll find transition stories, success moments, and advisor testimonials that reflect the heart of Premier: supportive, proactive, human.

“From $0 to $100M: The Power of Premier-Level Support” | James’ Experience

From joining the PWM team at age 28 with a small practice to now, at 40, managing around $100 million, they have been instrumental in my support and growth.

“Support That Actually Supports You” | Ron’s Experience

My only regret is not finding Premier sooner. If you’re on the fence, my advice is simple: just do it. Premier is absolutely the way to go.

“Independence Backed by a Powerful Team” | Chris’s Experience

When I became fully independent in 2020, I needed a partner who could support me as a one-person practice. Premier has been the perfect landing spot.

Results, Transparency, and 25 Years of Trust” | Randy’s Experience

The trust here is unmatched. After more than 40 years in this business, I’ve never had a complaint, but if I ever did, I know Premier would listen, support me, and work toward a fair outcome. They’ve become my business family.

“Freedom to Do What’s Best for My Clients” | Tom’s Experience

The advisor community here is incredible. With such a wide range of experience, there’s always someone to collaborate with, validate an approach, or offer a fresh angle.

TRANSITION STORIES

Transitions Done Right

Smooth, personal, and handled with care. Just ask the advisors who’ve been through it.

“A Smooth Transition and Supportive Partnership” | Gerry’s Story

Transition Stories

I’m genuinely happy with my move to Cambridge and especially grateful for the help and professionalism of the Premier team.

“Choosing Better: A 32-Year Practice’s Transition Story” | Zach and Kevin’s Story

Transition Stories

Sebastian and his transition team didn’t flinch at our unique challenges. They embraced them. Their confidence and transparency made our decision clear: this was the right move.

“Why Premier Was the First Firm That Truly Had My Back” | Jim’s Transition Story

Transition Stories

When people ask why I chose to leave my previous broker-dealer, I usually smile and say, “How much time do you have?”

SUCCESSION & LEGACY STORIES

Continuity With Heart

When advisors choose Premier to steward their life’s work, it’s the highest compliment we can receive.

Explore Succession Stories

“The Best OSJ I’ve Ever Worked With”

“Premier Wealth is the best OSJ I’ve ever worked with. They show up with support in whatever way you need it and bring real creativity to their suggestions. You can get as much or as little help as you want. There’s no one-size-fits-all approach. And beyond the business side, Traci and Sebastian are genuinely good people who actually care about you. You’re not just a number, which is a rarity in this business. They’ve helped me grow, and it’s truly been a joy growing alongside them.”

Dan’s Experience

“A 180° Turn Toward Real Support”

“Premier gave me something I hadn’t felt in years: real support. The transition was smooth, the team actually showed up, and I finally have the freedom and peace of mind to focus on my clients again. Premier isn’t just better — it’s a complete 180 in all the right ways.”

Jim’s Experience

“Expert 401(k) Analysis and Service: Josh Ensures Our Clients Get the Best”

“Josh has been a huge help with our 401(k) plans. He has done a deep dive into each plan to ensure we have the best pricing for our clients and that their 401(k)s meet industry standards. This has been a tremendous value add for us, as the owners have truly appreciated the subject-matter expertise Josh brings to the table. It’s been a huge relief knowing I can rely on him to service these clients so well.”

Jack’s Experience

Independence is personal. Support should be too.

Want to hear what independence could look like for you?

We know our advisors by name, celebrate their milestones, and grow at a pace that keeps service personal.
That’s how independence stays sustainable and how you stay on your own, but not alone.

Start Your Path to Supported Independence Talk With Our Team

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Premier Network are not affiliated. This communication is strictly intended for individuals residing in all 50 states, DC, PR, and VI. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Premier Network makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Premier Network