Going Independent With $100 Million in Assets Under Management

Summary: Eleven-year UBS veteran Brett Oley knew that he eventually wanted to be an independent financial advisor and 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 $90 million in AUM, he started his own practice with independent broker/dealer Raymond James Financial Services. Sixteen months later, Brett and his partner, Ryan Kinser (who joined him in May 2018), are thrilled to be business owners and excited for what the future holds for them. Today, Oley Kinser Concierge Wealth has grown to $125 million in AUM and is continuing its upward trajectory.