Going Independent
A Practitioner’s Guide to Launching Your Advisory Firm
by Christopher Poch, Founder of Promethium
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Limited First Edition Available July 4, 2026
In Going Independent: A Practitioner’s Guide to Launching Your Advisory Firm, Poch addresses:
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Coming July 4th
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- How to select the right business model
- When to use private equity to grow and when to self-fund
- Short- and long-term strategies your new business will need
- How to attract the right employees and avoid the ones who won’t fit
If there is only one book every Advisor in the industry should own, it is Going Independent. It tells them whether they should stay at their firm, move to another big firm, go independent through a platform provider, or choose the most difficult path —going fully independent.
“In keeping with the “action speaks louder than words” axiom, as I wind down my fifty plus years serving families, I have introduced my most tenured relationships to Chris, knowing that they will be handled in an honest manner with their long-term interests being the only consideration.”
HZ Investments Inc.
Harold Zirkin
“No one considering Going Independent should do so without reading this book first…Chris’s to-the-minute understanding of the regulatory environment and knowledge of systems and procedures can reveal areas of improvement. You will find yourself in Chris’s debt.”
Managing Member and Portfolio Manager,
Rockbridge Capital
Peter C. Keefe
“If you are an advisor who has started to wonder whether ownership is the right path for you, I want to be direct: you owe it to yourself to read this from cover to cover. Not to skim. Not to pull a chapter here and there.”
Founder & CEO, SpirePoint Private Client
Trent Leyda
What the industry’s most trusted voices are saying
“What Chris has done in these pages is provide something many advisors seek but rarely find: a practical guide from someone who has actually navigated the path himself.”
Founder, CEO of LVW Advisors
Lori Van Dusen
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Money & Meaning is a candid exploration of what comes after financial success. The blueprint Poch offers empowers the reader to achieve family harmony, financial independence and peace of mind.
Its about aligning your capital with your values, avoiding the traps that quietly fracture families and approaching legacy with the same discipline you’ve brought to building wealth. If you believe money should be a tool for peace, unity, and purpose, this is your next essential read.
Money & Meaning
What I’ve Learned Advising the Very Wealthy
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"Chris is an extraordinary wealth advisor and partner who internalizes clients' goals and aspirations. He applies the fundamentals of portfolio management but also identifies proprietary thinking opportunities grounded in decades of cross cycle experience at the highest levels as a student of markets and industries. Chris has a voracious appetite for learning and continually identifies opportunity and creates value for others. He relishes in the success of those he counsels."
Managing Partner – Freidheim Capital, LLC & Bestselling Author
Scott Freidheim
"As a private wealth advisor for 37 years, I can attest to the common sense and practical ideas in Chris Poch’s new book, Money and Meaning: What I’ve Learned from Advising the Very Wealthy – But why do you really need to read this book? To take conventional ideas and use them as springboards for a financial life that reflects you. To grow your understanding of issues you don’t often see discussed: the role of risk in any portfolio; the temptation to make portfolio choices from avoidance rather than long term thinking; the role of money as a tool for your family – And hey, advisors! Get a ringside seat on what the smartest clients expect and how they are evaluating YOU!"
Co-Founder and President – Xcelerate Growth Partners, LLC
Baron’s Hall of Fame, Former Managing Director – Morgan Stanley, Private Wealth Advisor
Mary Deatherage
Chris has spent a lifetime collecting wisdom on one of life's most confounding questions: what is 'enough' and how can we get it? I am grateful for the practical wisdom he shares with the world.
Founder and Managing Partner – Phronesis Fund
Host – Art of Quality Podcast
John Candeto
I’ve known Chris Poch for 40 years and trust his financial judgement and integrity so much I made him the executor of my estate. Looking back over the years I’m struck by how often he’s been correct about the direction of markets. I didn’t always listen to him but If I had I’m sure I’d have more money now.
Founder – Groom Ventures, LLC
John Groom
Chris Poch is the very definition of integrity, emotional intelligence and thoughtfulness. During the more than 20 years that I’ve known Chris as an advisor, client and friend, he has consistently displayed a remarkable ability to see people as they are and as they hope to be. He is someone I trust without reservation.
Founder and CEO – Blue Heron Research Partners
Award-winning Financial Journalist, Fortune Magazine
David Rynecki
Throughout his successful career, Chris has always had his family, friends and clients at the forefront of his thoughts and actions. Trust has to be earned, and Chris has earned my unwavering trust through all of his endeavors. His ability to listen is one of his most valuable traits. Chris is able to listen and then understands the needs of his clients in a remarkable way. As you will see, his writing aptitude brings to each a way of ‘seeing’ what is and what can be.
Retired Senior Vice President, Financial Advisor – Morgan Stanley
Namesake for the APIC Sandee Smith Excellence Award
Sandee Smith
About the Author
Christopher F. Poch is the Founder, CEO and Chief Investment Officer of Promethium Advisors, a wealth management firm serving family offices and high-net-worth individuals. Chris is recognized as a global leader in advising ultra-high-net worth families, managing taxable portfolios and directing structuring strategies. He has held senior positions at Bessemer Trust, the Private Bank, and Citibank’s International Private Bank. Over his four-decade career, he has received numerous industry awards and has been widely quoted in Barron’s and The Wall Street Journal. Chris is an avid basketball fan and involved in philanthropic activities with organizations that include Villanova University, the Society of the Sacred Heart, and the Order of Malta.
