Earlier this year, we strategically expanded our footprint in North Carolina by adding Melissa Miller to our network of #financialadvisors. Melissa is is doing business as Miller Wealth Partners and headquartered in #CharlotteNC. We’re excited to see Melissa’s practice expand over the coming months, as our platform empowers her to focus on growing the practice and serving clients rather than day-to-day operations. https://hubs.li/Q02TrTlK0
Blueprint Financial Advisors的动态
最相关的动态
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Wealth Enhancement, a national independent wealth management firm with over?$103 billion?in client assets, has announced the acquisition of?Danison & Associates, Inc., an independent RIA in?Columbus, Ohio. The team oversees more than?$82 million?in client assets and is led by?Dean Danison, CIMC?, President, and?Tracey Danison, CFP?, Vice President. Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, "We are pleased that Danison & Associates is joining Wealth Enhancement. With access to our centralized planning, estate, tax, and trust services, we are confident that the team will continue to thrive and achieve even greater success." The acquisition of Danison & Associates marks Wealth Enhancement's first office location in?Greater Columbus and fourth location in Ohio. Join us in welcoming the Danison Team and access the full press release here: https://lnkd.in/eyW4dDMp
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Exciting news! FAS Wealth Partners has been recognized in Kansas City Business Journal’s 2023 Employee-Owned Companies, ranking #25! ?? As the only wealth management firm on the list, we’re proud to align our success with our clients’ goals through our employee ownership model. Thank you to our amazing team and clients for making this possible! ?? #EmployeeOwned #FASWealthPartners #WealthManagement #ClientSuccess #KansasCityBusinessJournal
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Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, announced that Dallas, Texas-based Focus partner firm?Brownlie & Braden Advisors?has joined fellow Focus partner firm?Prairie Capital Management Group, LLC, headquartered in Kansas City, Missouri." #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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Apella Wealth Brings In $144 Million RIA Young Wealth Management Team - https://lnkd.in/gs4dK4Bm Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced that Young Wealth Management, a registered investment adviser (RIA), has joined the firm. This is Apella’s fourth acquisition this year and expands its presence in Davis, California, adding to its regional financial planning and
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We are honored and humbled to recognize our Best-in-State Advisors and Business Owners, from the Southeast Florida Division, who were named by Forbes as one of the 2024 Best-in-State Wealth Advisors. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors rating algorithms are based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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?? Ever wondered how KidbrookeONE is transforming wealth and asset management analytics? ?? In this blog,?Kidbrooke's CEO,?Fredrik Davéus, discusses the vision and innovation behind KidbrookeONE. Discover how this unified platform is setting new standards in data management, personalisation, and streamlined financial analytics—essential for today’s fast-moving financial landscape. Consider the full interview to see how KidbrookeONE supports financial institutions in delivering consistent, data-driven insights that empowers both the advisor and the client. ?? To read the full blog see link in comments #KidbrookeONE?#financialanalytics?#datamanagement?#wealthmanagement?#assetmanagement?#investmentmanagement?#insurance?#financialplanning
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Wealth management goes far beyond numbers—it's about connecting with people and their unique dreams, goals, and challenges. I find deep fulfillment in empowering my clients to make informed decisions that reflect their values and aspirations. What drives me is the opportunity to guide clients through complex financial landscapes, offering clarity and confidence at every turn. It's a privilege to build lasting relationships based on trust and integrity, knowing that my efforts positively impact their lives and legacies. At Prime Capital Financial, I have the perfect platform to deliver the personalized strategies and outcomes that help my clients achieve their goals. Together, we're shaping financial journeys—and it's a rewarding experience every step of the way. #WealthManagement #FinancialPlanning #ClientFocused #PurposeDriven
Sr. Talent Acquisition Specialist | Unlocking Top Talent for Prime Capital Financial | Driving Strategic Recruitment & Empowering Future Leaders Through Summer Intern Program Excellence
? Empowering Advisors, Transforming Lives ? At Prime Capital Financial, we believe that wealth management is more than just numbers—it’s about creating a meaningful impact on clients' lives. Advisors like Rich thrive here because they’re empowered to align strategic planning with a personal touch, building lasting relationships founded on trust and integrity. With the right tools, resources, and a supportive environment, Prime Capital allows advisors to focus on what truly matters: helping clients achieve their unique goals and leave lasting legacies. Ready to join a firm that prioritizes purpose and success for both you and your clients? Let’s connect! #FinancialAdvisors #PrimeCapitalFinancial #ClientSuccess #AdvisorEmpowerment #JoinOurTeam
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We’re thrilled to announce Executive Wealth Management’s partnership with EP Wealth Advisors! EP Wealth Advisors shares our commitment to enriching clients' lives through a personalized and comprehensive approach to wealth management. Stay tuned for more updates as we embark on this new chapter! #EPWealthAdvisors #WealthManagement
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Big news! ?? We are thrilled to announce Allocate's partnership with CW Advisors (A highly sophisticated $10B AUM wealth advisory firm), along with the formal launch of our white-label solution, designed to help wealth advisory firms scale their private market efforts. With nearly 20,000 wealth advisor firms in the US alone, wealth management firms need increasingly sophisticated and bespoke private strategies to win and retain the next gen of clients. This requires a higher bar for services, products, and technology. The issue with building a sophisticated private/alternatives solutions is that many wealth firms struggle with the operational and investment complexity. These challenges often drive lack of adoption, which come at the expense of clients having consistent high quality alternatives exposure, and impacting advisor growth. We believe in a future where this problem is solved through technology and data driven tooling. Exciting to partner with folks like Michael Galvin, CFP? Ken Zannoni, CFP Jennifer DeSisto, CFA, CAIA Paul Lonegran and the rest of the CW Team! https://lnkd.in/gN9dxwnK
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Growth mode! ?? ? In the latest Big Q column from Barron's Advisor, Steve Vujevich, Founding Partner at Advocus Private Wealth, discussed Summit’s impact on Advocus’ trajectory. ?? Vujevich spoke with Steve Garmhausen about how Summit supported Advocus’ growth amid a slowdown. This included access to Summit’s depth of resources and professional strategy experts. Read the full story about Steve’s growth journey here: https://lnkd.in/e3HrA-q7 #SummitFinancial #ElevatedIndependence #WealthManagement
