Choreo

? Congratulations to Choreo team Clint Costa and David Winslow!? Clint and David hosted our very first podcast in partnership with the AICPA & CIMA ?????????????? ???? ??????????????????????. Titled “Critical conversations about business transition planning,” Clint and David share their insights and best practices on how to initiate conversations with business clients about transition and succession planning. Thank you AICPA for the opportunity to share our story and our mission of becoming the preferred wealth partner to the tax community! Listen to the podcast here: https://lnkd.in/g3ThpgRN ? #ThoughtLeadership #Accounting #BusinessTransitionPlan

How do you inspire younger women to take ownership of their financial future? ? The next generation is eager to take control of their financial lives—but they need access to reliable guidance. As we honor International Women’s Day and Women’s History Month, we recognize the importance of empowering young women with the right tools, education, and mentorship to build financial confidence. ? Swipe through to see Robin Patin CFP?, CPWA?’s insights on how wealth managers can support and guide younger women in an age of digital information. ? #WomensHistoryMonth #FinancialConfidence

Choreo is honored that our Momentum program was named the Women Advisors Empowerment Program of The Year by Wealth Solutions Report for its WSR Pathfinder Awards – Top Women Leaders of 2025.?Under the leadership of our Chief Marketing and Communications Officer, Marissa Fox-Foley, and the Momentum Steering Committee, including, Kimberly Hillyard, Tracey Richardson, Donna Thrane, CPA, PFS?, AEP?, Krista Baumgardner, CFP?, Cori Schmid and Brittany Abbate,?the program was launched to help accelerate advisor growth?through integrated community-building networks, practice management and sales training for women advisors across Choreo. Congratulations to all the other honorees, and thank you again, #WealthSolutionsReport, for honoring our program.? ? #WomensHistoryMonth #WomeninFinance #WomeninWealthManagemet #FinancialAdvisors #WealthManagement #Choreo #WSR ? https://lnkd.in/gR6JuivJ

We are excited to share YHB | CPAs & Consultants, a Top 100, Virginia-based CPA firm, has joined the Choreo Partner Alliance??By joining the program, YHB can refer clients through the Choreo Partner Alliance? and partner with a Choreo advisor to serve clients who have unaddressed or complex wealth management needs. Through a referral, YHB and their clients will access a broad array of estate planning, business exit-planning, and tax-efficient investment solutions, along with Choreo’s content, thought leadership, and technology platforms. “Choreo is thrilled to partner with YHB,” said Larry Miles, CEO of Choreo. “We are honored to provide wealth management solutions and carry forward the trusted relationships YHB has built. This partnership reinforces our ongoing commitment to collaborate with our strategic partners to strengthen CPA and client relationships to deliver sophisticated, tax-focused planning solutions.” Welcome YHB!??

How do you inspire women to take ownership of their financial future? Financial empowerment is a lifelong journey, and access to the right knowledge and guidance can make all the difference. As we recognize International Women’s Day and Women’s History Month, we celebrate the voices driving change and encouraging women to take control of their financial futures. Swipe through to see Nicole Anderson, CFP?’s perspective on the importance of education, confidence, and planning. ? #WomensHistoryMonth #FinancialEmpowerment #IWD?

Mary Saylor, CPA, CFP? ,?a senior director of wealth management at Choreo, sat down with WealthManagement.com’s @Diana Britton for her podcast, “The Healthy Advisor” to discuss her unconventional journey into the wealth management space, how becoming a mother at a very young age shapes her approach to supporting her clients and moving forward as her daughter now goes off to college. ? Follow the link below to download the episode or search for “The Healthy Advisor” on your podcast platform of choice. ? #WomeninWealth #WomenAdvisors #Motherhood #SingleMom #WorkingMom #FinancialAdvisor #Choreo #MarySaylor #CPA #CFP #TheHealthyAdvisor #WealthManagement ? https://lnkd.in/gBN6-ibW

As we celebrate International Women’s Day and Women’s History Month, we recognize the unique challenges women face in financial decision-making. Despite increasing access to financial education, many women—especially widows, single moms, and primary breadwinners—still feel uncertain about investing and long-term financial planning. “Financial planning isn’t just about numbers – it’s about empowering women to take control of their wealth journey and feel confident in their financial decisions.” – Mary Saylor, CPA, CFP?, Senior Director, Wealth Management at Choreo At Choreo, we’re committed to providing tailored financial guidance that helps women navigate career transitions, caregiving responsibilities, and wealth-building with confidence. Swipe through for Mary’s perspective, and let’s keep the conversation going. What financial advice has empowered you the most? #IWD2025 #WomensHistoryMonth #WomenInFinance #FinancialConfidence #Mentorship #Leadership #WealthPlanning

Financial planning is key to building and preserving wealth, and women face unique considerations in the process. From risk management to succession planning, these five factors can help create a lasting financial legacy. Learn more: https://lnkd.in/g957mbbM #WomensHistoryMonth #FinancialPlanning #WealthManagement

As we reflect on International Women’s Day 2025, we celebrate its impact while acknowledging that the confidence gap in financial decision-making remains. With Women's History Month in full swing, it’s a powerful reminder that real progress requires ongoing commitment. Choreo’s Chief Marketing and Communications Officer, Marissa Fox-Foley, shares how sponsorship, education, and generational financial planning are essential to empowering our female advisors—so they can better support our female clients.? Read Marissa’s long-form post below and share your thoughts! #IWD2025 #WomenInFinance

Financial planning isn’t just about growing wealth; it’s about creating security, flexibility, and opportunity at every stage of life. Whether balancing career and caregiving, navigating investment decisions, or preparing for life’s transitions, women deserve trusted guidance and strategies tailored to their unique journeys. Having a knowledgeable advisor can provide clarity, confidence, and a path forward. How do you approach long-term financial planning? Read our full piece here: https://lnkd.in/grYdE3Pb #WomensHistoryMonth #IWD2025 #WomenAndWealth #FinancialPlanning #LegacyBuilding #WomenInFinance