# The Journey to Independence

Page: https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215/the-journey-to-independence
Text version: https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215/the-journey-to-independence.md
Podcast: [Advisor Edge: The GVA Way](https://stenobird.com/podcast/advisor-edge-the-gva-way-7099215)
Published: 2025-06-05T18:38:01+00:00
Episode link: https://rss.com/podcasts/advisor-edge-the-gva-way/2060677
Audio file: https://content.rss.com/episodes/301092/2060677/advisor-edge-the-gva-way/2025_06_05_18_30_34_89764e32-8112-4643-bf24-faf1617a296d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/advisor-edge-the-gva-way-7099215/episodes/the-journey-to-independence
Duration seconds: 1313

## Resource

In Episode 16 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Charlie McNamara, Founder of Paragon Wealth Management, for conversation about the journey to independence and building a thriving RIA. Here are four key takeaways from their discussion: ✅ The Leap to Independence: Charlie shares what drove him to take the leap — a desire for more control, flexibility, and the ability to build something that aligned with his long-term vision. 📊 Infrastructure That Empowers: From marketing and tech to operational and compliance support, having the right systems in place was essential to making independence achievable — and sustainable. 📈 Support that Matters: From marketing and tech to operational and compliance infrastructure, having access to the right support systems was critical to making independence possible — and sustainable. 🤝 The Power of Community: Surrounding yourself with a network of like-minded advisors creates space for collaboration, learning, and shared success.

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## Transcript

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