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Many advisors reach a point where their current platform no longer meets their needs. Independence in the RIA structure offers more autonomy, transparent client ownership, and stronger economics - but the reality is, launching your own RIA can be costly, complex, and time-consuming. That’s why more advisors are choosing a different path: partnering with a supportive RIA platform that delivers all of the benefits of owning your own RIA without the operational burden. The Migra

Independence isn’t just a transition—it’s a transformation. Advisors who succeed follow a disciplined plan that protects the client experience, accelerates timelines, and meets regulatory standards. With clarity, consistency, and control at every step, a structured approach ensures your move to independence is seamless and scalable.

What shifts when an advisor makes the move to independence? Ken Shotsberger reflects on his first year at Victory Financial - highlighting lessons on transition planning, finding efficiency with Victory Financial’s platform, and the mindset of true business ownership. Ken learned that independence means more flexibility, clearer client experiences, and the ability to design a practice around what matters most.

We’re excited to share our latest quarterly update, featuring a note from our President, a recap of market activity from the past quarter, and details on the launch of the new Victory Financial website!

One year ago, Colton made the leap to full independence with Victory Financial — and the results have been transformational. From gaining greater control and clarity to deepening client relationships and accelerating growth, Colton’s story is a powerful example of what happens when you align your business with your values. Read the full post to see how ownership changed everything.

Phil Flores began his career in financial services during the pandemic and quickly felt constrained by a large firm’s rigid structure. Since joining Victory Financial Group, he’s found the freedom to better serve clients with personalized solutions and a more supportive culture.

Our latest quarterly update features a note from our founder, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors.

In just one year, Robert has grown his Assets Under Management (AUM) by over 25%. Now, instead of feeling like he’s fighting the system, Robert is energized by what he can do—serve clients better, build stronger relationships, and deliver personalized services that align with clients' goals and aspirations.

Zachary Treu’s move to Victory Financial Group has nearly doubled his assets under management and strengthened his client retention rate, proving the power of the right platform. With better tools and partnerships, he’s building a more efficient, impactful business.