Gary Hirschberg loves helping people. Especially when it comes to their financial lives. So when he founded the RIA firm, Aaron Wealth Advisors, he knew that he would finally have the control to let ethics and principles be the driving force. Five years later, he’s built a thriving firm, elevated by those fully experienced in the ultra-high-net-worth space, including Schwab.

The path to the independent RIA model is different for everyone, and Schwab Advisor Services can help you evaluate your options and pave your way forward.

To read Gary’s story and see how independence could open up the opportunity to follow your values, download the case study below.