About this episode
With Brett Oley and Ryan Kinser, Co-Founders and Managing Partners — Oley Kinser Concierge Wealth
Overview
Brett Oley and Ryan Kinser demonstrate how the power of friendship and a shared focus on the client contributed to their early success in making the leap from UBS to Raymond James, building a growing business under the independent broker dealer umbrella.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
About this episode…
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 B
