Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

Episode notes

With Steve Davis, Founder & CEO, Madison & Elm Wealth Management Overview After more than a decade at Edward Jones, Steve Davis realized he’d outgrown the model. He wanted more control, flexibility, and the ability to serve clients his way. In this episode, Steve shares how he built a lean, focused, and highly efficient independent practice with LPL - and why success isn’t about size, but about designing a business that fits your life. Watch… Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. About this episode… When we talk about advisors “outgrowing the firm,” it often sounds theoretical. For this episode’s guest, it’s anything but. After more than a decade at Edward Jones, Steve Davis found himself limited - unable to market his CFP® credential, restricted on hiring, and frustrated by compliance that treated every advisor the same, regardless of experience.

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