This month marks one year since Colton took a major step forward in his career: transitioning to full independence with Victory Financial Group.
For Colton, it was about stepping into ownership, aligning his business with his values, and building a practice that puts relationships and service at the center. One year in, the results speak for themselves.
Why Ownership Mattered
As an advisor, Colton had always focused on doing what was best for his clients — building trust, delivering thoughtful guidance, and providing a high level of service. But as he looked ahead, he wanted more control over how his business was structured and how he delivered value.
“I wanted to make decisions based on what was best for my clients,” Colton shares. “Being independent allows me to do that. I can prioritize time, transparency, and long-term planning the way I believe it should be done.”
The Transition Experience
Colton approached his move with intention: clear communication, a simple process for clients, and a steady focus on continuity.
“My goal was to make the transition seamless,” he says. “I wanted clients to feel confident that nothing about our relationship was changing — if anything, it was getting stronger.”
That clarity paid off. The transition was very smooth and very fast — a strong vote of confidence and a testament to the trust he’d built.
One Year Later: Growth, Control, and Client Focus
Now, one year in, Colton describes the difference as transformational.
“There’s a new level of clarity and control,” he says. “I have more time for the things that matter — not just investment management, but estate strategy, tax coordination, and proactive planning. I’m able to build something that’s truly mine, while still being part of a supportive team.”
He’s seen strong growth, deeper relationships, and an expanded ability to serve — all while maintaining the client-first mindset that defines his work.
Looking Ahead
Colton’s journey is a great example of what’s possible when advisors choose independence not just as a business decision, but as a long-term investment in their clients and themselves.
If you’re starting to think about what ownership could look like for you, Colton’s story is proof that the right structure can unlock both freedom and growth.
Let’s talk about what’s possible. Reach out to our President, Kyle Wardlaw, at kyle@victoryfinancialgroup.com to start the conversation.
