From Limits to Lift-Off: Zachary Treu’s First Year of Independent Success

When Zachary Treu decided to make the move to Victory Financial Group, he wasn’t chasing a quick win—he was building something bigger. Fast forward one year, and his results speak for themselves: a near doubling of his assets under management and a 99.5% retention rate. These figures demonstrate the strength of Zach's client relationships, and what happens when the right advisor finds the right platform.

After spending several years at another financial services company, Zac realized he had outgrown the limited structure of a traditional firm. His ambition—and his clients’ needs—called for something more flexible, more comprehensive, and more aligned with the way he wanted to do business. The leap to independence felt daunting, but Zac knew it was the right move.

The transition boosted Zac's financial metrics and enhanced his ability to serve clients. "I now have access to a much broader range of financial tools and products," Zac shares, emphasizing that he now has a full “toolbelt” of resources, including access to private placements, alternative investments, and strategic partnerships with firms like First Trust. He’s also leveraging Victory Insurance to deliver even more value to clients—helping them save thousands on home and auto insurance by bundling services in one place.

The result? A business that’s more efficient, more impactful, and more aligned with the type of advisor Zac wants to be. Looking ahead, Zac has his sights set on partnership within five years—a goal he’s confident in thanks to the collaborative and entrepreneurial culture at Victory Financial. “This is a place where you’re encouraged to grow, and given the support to actually make it happen,” he says.

Zac’s story is a perfect example of the opportunity that exists in the independent financial space—and how the right environment and tools can help great advisors do even greater things.

Interesting is going independent? Let’s talk! Contact our President, Kyle Wardlaw, at kyle@victoryfinancialgroup.comto learn more about Victory Financial Group.

Disclosure: Advisor testimonials provided may not represent the experience of other advisors and are not a guarantee of future performance or success. Advisors of Victory Financial Group may have an incentive to promote its services. There was no compensation provided.