Our Company's Road to Independence
In 1776 the fledgling U.S. Congress adopted the Declaration of Independence to proclaim independence from Great Britain and the King’s rule. These men put their lives on the line. And it required an eight-year Revolutionary War to finish the deal.
Change is never easy. In 2006, after many years working at a large Wall Street investment firm, Wendy Wildey and I left to establish our own independence as financial advisors. No shots were fired, and no one was hurt. Nevertheless, our road to independence was fraught with peril. This is the story of that dangerous journey and the three primary risks we faced.