Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions
Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced eight financial advisors have joined the firm, including a three-person advisory team who previously managed their own $120 million RIA, Northstar Financial Management (“Northstar”).
Compound Planning Grows to $3 Billion in AUM; Adds $1.2 Billion Advisor Team
Compound Planning (“Compound”), a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced seven financial advisors, including a four-person advisory team who previously managed $1.2 billion, have joined the firm.
Compound Planning Adds Tax Filing to Client Dashboard, Streamlining How Advisors Manage Wealth
Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options let clients manage their taxes directly from the Compound dashboard—whether they choose self-service or a guided digital experience through april, or full-service tax filing with a vetted CPA partner.
Compound Planning Continues Firmwide Growth After Adding 30 Advisors in 2024
Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced 9 key hires - four of which are financial advisors - and one internal appointment that will further bolster its leadership, recruiting, and advisory teams.
Compound Planning Builds on 2024 Success; Adds Five Experienced Advisors
Compound Planning, a leading digital family office committed to reimagining wealth management for next generation advisors, today announced five veteran financial advisors have joined its team.
