Occasionally, we have the opportunity to revisit a story that perfectly captures what’s achievable in this industry when you take a leap—and back it up with grit, vision, and client-first conviction.
Brett Oley first appeared on this podcast back in 2018, shortly after launching his independent business through Raymond James with $125 million in assets under management. Today, alongside founding partner Ryan Kinser, they’ve built a business that has grown to manage over $700 million in client assets.
But the numbers are just the beginning. Along the way, Brett and Ryan completed two acquisitions, wrote two books, and grew their team to eight—all while staying true to their north star: providing exceptional, concierge-level client service.
Their story started in an unexpected place: a hotel pool in Dubai during an MBA program abroad. That chance meeting sparked a partnership rooted in friendship, aligned values, and a shared entrepreneurial drive.
Their friendship continued while both built their businesses at UBS. Then Brett left for Raymond James, and Ryan later joined him to launch Oley Kinser Concierge Wealth.
In this episode with host Jason Diamond, Brett and Ryan talk about their journey, including:
It’s a powerful look at what’s possible when you combine bold thinking with an unwavering focus on doing right by the client.