Broker Check

WE HELP ADVISORS GROW

Independent But Not Alone


The benefits of going independent are many, such as communication, marketing,
customization, technology and client service—and ultimately the ability to offer
objective advice. The popularity and success of independent service models
have grown tremendously in the past few years. Below are a few of the many
great reasons to go independent.

Design Your Business Around Your Clients
Enjoy the freedom of tailoring your practice to your clients’ needs and preferences.

Growth of Independent Models
Supported independent models are on the rise as they allow for greater freedom
and control, but as a network partner, you’ll never have to go it alone.

Offering Conflict-Free Advice
Independence means only offering the products and services that will actually be
the best fit for your clients instead of pushing pre-established solutions.

Access to Powerful Technology
Benefit from access to award-winning technology with simple integration that
makes your business processes easier and more effective.

Shrinking to Grow
Make the move from big brands to supported independence, and shift from an
employee-advisor mindset to a fiduciary-entrepreneur mindset.


Get Your Free Guide to Going Independent

Imagine Your Practice.
Your Way.

You’re dedicated to your practice and your clients, but the day-to-day of operating your business could actually be limiting your success. Imagine a turnkey infrastructure that allows you to leverage your time without stretching yourself too thin, giving you the ability to focus on your real priorities.

Avoid Big Brand Influence

You want access to valuable resources and support, but you also want to maintain your business identity and your way of engaging with your clients. When you partner with us, you’ll get the best of both worlds.

Build Something Great

You value your independence and you’re proud of your individuality; however, have you thought of bringing that spirit to a community of like-minded partners? Let’s see what we can create and become, together.

Serve Clients Your Way

You want access to valuable resources and support, but you also want to maintain your business identity and your way of engaging with your clients. When you partner with us, you’ll get the best of both worlds.

Become an Entrepreneur

Becoming an entrepreneur doesn’t have to mean that you’re starting out on your own. Start your business with the support of a network backing you, helping to guide, empower and encourage you on your path to success.


Get Our Totus Network Partner Guide


Becoming a Totus Network Partner means you have the freedom to create the business you imagined for yourself when you first started.


Get a copy of our guide to growing or starting the business you have always imagined. 

Get the Guide






Experience the Freedom to Be Independent


With Totus and Cetera, we deliver personalized independent guidance, backed by a strong community that helps you thrive.

We're adamant about the virtue of independence to our core—but also think the greatest value comes when people's independent spirit and ideas form the basis of a community. One that uses the collective skills to create more: more connection, more growth and more of life's dreams realized.


Ask About Cetera and Totus Together 


We Are Working to Get Better Everyday.
Are you Ready?

Totality as a whole is superior to its elements. We're a different kind of wealth management firm, one focused on the totality of your business. Our philosophy is built on the idea that we consider the totality of our client's financial portfolio and goals so we can provide more comprehensive guidance. We work the same way with our Network Partners. We work with each Advisor to understand your hopes and dreams for your firm and work together with you to reach those goals.

Explore OSJ

Join the growing team today.  Let's Meet
 

Connect with Us