The Independent Grid

The Independent Grid A powerhouse your business needs. Helping financial advisors build their dream practice. Your clients deserve more of you. With our help, they can have it.

The Independent Grid is the powerhouse your business needs, with an experienced team of staff and advisors, ready-built to elevate your unique practice. We stand at your disposal to support you while you serve your clients. You deserve to build your dream practice, to do things the way you want. We provide solutions designed around your unique needs so you can achieve your goals. At The Independen

t Grid you have the freedom you want without having to go it alone. We are here to help you build your dream practice.


​The services we provide include:
Business Development Guidance
Practice Protection
Remote Admin Program
Transition Support
Marketing Support
Investment Solutions
Compliance Oversight
Practice Acquisition Guidance

Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Independent Grid are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Today is 529 Day  A great reminder that one of the most powerful things you can do for a family is help them think ahead...
05/29/2026

Today is 529 Day
A great reminder that one of the most powerful things you can do for a family is help them think ahead.
College savings. Education planning. Long-term goals.

These conversations build trust. They build relationships. They remind clients why they chose you.
At The Independent Grid, we help advisors build the kind of practice where conversations like this come first.
Your clients deserve more of you.

For advisors thinking about independence, that hits differently.The transition conversation. The exploratory call. The d...
05/27/2026

For advisors thinking about independence, that hits differently.
The transition conversation. The exploratory call. The decision to stop waiting and start building.

None of it happens until you take the first step.
If today is the day you're finally ready to explore what your practice could look like on your own terms

We'd love to be part of that conversation.
Reach out to our team and let's talk about what's possible.
https://www.theindgrid.com/partner

Independent, but not alone.

What's the difference between a wirehouse and an independent broker-dealer?Great question — and one more advisors are as...
05/20/2026

What's the difference between a wirehouse and an independent broker-dealer?

Great question — and one more advisors are asking every day.
At a wirehouse, the firm's name, brand, and systems come first. At an independent broker-dealer, you come first.
You keep your client relationships. You control your practice. You build your business your way.
The Independent Grid helps advisors make that shift with the support, structure, and guidance to do it right.
Curious what independence could look like for your practice? Let's talk. 👇
https://www.theindgrid.com/partner

We are proud to recognize Jeff Pascoe on his two-year anniversary with Conte Wealth Advisors. Congratulations to Jeff on...
05/15/2026

We are proud to recognize Jeff Pascoe on his two-year anniversary with Conte Wealth Advisors. Congratulations to Jeff on two successful years, with continued momentum and opportunity ahead.

At The Independent Grid, we don't deal in hypotheticals.We work with real advisors making real decisions about their pra...
05/14/2026

At The Independent Grid, we don't deal in hypotheticals.
We work with real advisors making real decisions about their practices, their futures, and their clients. And we've watched what happens when the right support system is finally in place.
The results speak for themselves.
If you're exploring what independence could look like for you, let's talk. 👇
https://www.theindgrid.com/partner

02/04/2026
CWA Advisors had an incredible experience connecting and learning at Ignite, Cambridge’s premier annual conference held ...
09/26/2024

CWA Advisors had an incredible experience connecting and learning at Ignite, Cambridge’s premier annual conference held in August 2024 in stunning Colorado!

This year’s event brought together industry leaders and professionals to delve into the latest trends, share innovative strategies, and foster valuable connections. From insightful sessions to networking opportunities, we’re eager to apply these new insights and continue delivering outstanding service to our clients.

⏳ Last Chance to Join Busting Barriers! ⏳Don’t miss out on this incredible opportunity! Join us on September 26, 2024, f...
09/25/2024

⏳ Last Chance to Join Busting Barriers! ⏳

Don’t miss out on this incredible opportunity! Join us on September 26, 2024, from 5:00 PM to 7:00 PM at 4 WTC, 48th Floor, NYC for an inspiring evening with Lena Rizkallah and a stellar panel of women leaders. It’s your final chance to be part of this empowering event featuring Erin Williams, Gracelyn Woods, Katie Osborn, and Ayat Masoud.

🌟 RSVP now at bit.ly/BustingBarriersNYC24 — Registration ends soon and space is extremely limited! Secure your spot today and join us for an unforgettable evening of inspiration and networking!

✨ Busting Barriers: An Evening of Empowerment ✨On September 26, 2024, join us in NYC at 4 WTC, 48th Floor from 5:00 PM t...
09/20/2024

✨ Busting Barriers: An Evening of Empowerment ✨

On September 26, 2024, join us in NYC at 4 WTC, 48th Floor from 5:00 PM to 7:00 PM for an inspiring event led by Lena Rizkallah. Engage with remarkable women leaders like Erin Williams, Gracelyn Woods, Katie Osborn, and Ayat Masoud, and enjoy a wine and cheese reception following the panel discussion.

💫 Register now at bit.ly/BustingBarriersNYC24 to secure your spot. Space is filling up fast—don’t miss out!

Join Kate Martin & Hayden Bankes from Conte Wealth Advisors TODAY at the First Annual LeTip of the WestShore Business Ex...
09/19/2024

Join Kate Martin & Hayden Bankes from Conte Wealth Advisors TODAY at the First Annual LeTip of the WestShore Business Expo! The Expo began at 1 p.m. and will continue to 7 PM tonight, at the West Shore Elks Club, 108 N St. Johns Rd, Camp Hill, PA.

Don’t miss out on this incredible opportunity to network with local businesses, discover new services, and connect with our community. Stop by and say hello—we’re excited to meet you!

Walk-ins welcome, or register at the door! See you there!

Address

Camp Hill, PA

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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