Interdependent Advisors – OSJ of Peers

Creating stronger, more efficient and profitable practices through a sharing of ideas and leveraging of our scale.


To achieve our vision, we believe that being a peer while maintaining autonomy creates the strongest foundation for serving clients, communities, and the industry at large.


Independent financial professionals can grow, create better financial plans, and deliver higher levels of service to clients by sharing best practices and cutting-edge ideas. It is interdependence that makes the group more valuable than its individual parts.


There is no doubt that taking a flexible approach is crucial to success. Flexibility allows you to adapt easily and quickly to ever-changing circumstances and scenarios, ensuring proper balance to meet the needs of your business and clients.

The History of

In the spring of 2007, five established and independent wealth management financial planning practices joined together with the common goal of creating economies of scale to get off the proverbial “island” you hear advisors speak of and formed “Interdependent Advisors- OSJ of Peers”. The idea of creating stronger, more efficient and profitable practices through sharing ideas and leveraging our scale proved extremely successful. At our core we focus on: Growth, Collaboration, and Flexibility.

A strong and supportive culture quickly emerged amongst us of sharing best practices with introducing new and creative investment strategies and planning solutions for our clients, offering effective coaching with consultative sales models, building efficient workflows with compliant processes and procedures, and ultimately embodying a collective willingness to help each other grow and enhance our individual practices.

Together, the new group has strategically and successfully grown in production with a broader array of product solutions and planning options. This collaborative approach has led to significant growth of new households and assets under management, along with the steadily increasing number of offices joining the OSJ of Peers. Today Interdependent Advisors- OSJ of Peers is comprised of over 60 producing advisors with a GDC of over $15 million and AUM over $2 billion.

Connect with us to learn how joining Interdependent Advisors- OSJ of Peers can help support you and your clients!