NEW YORK--(BUSINESS WIRE)--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.
The additions mark what has been a successful year for the firm, as Compound Planning has added 26 total advisors in 2024, surpassing the 10 advisors who joined the firm in 2023. The additions also bring the firm’s total AUM to $2.5 billion, reflecting a 25% increase since June.
"Our five new advisors each offer unique expertise and invaluable experience, and I’m excited to officially welcome them to our team,” said Christian Haigh, Co-Founder and CEO of Compound Planning. “The recruiting environment across wealth management is undoubtedly competitive and it has been extremely gratifying to receive such a positive reception from the advisor community this year. Our latest team additions and broader growth are representative of Compound Planning's commitment to provide exceptional, technology-driven services to its high-net-worth clients, while also offering advisors the modern tools and technology necessary to effectively leverage their expertise and help clients achieve their goals.”
With over 70 years of combined financial services experience, these five advisors bring a unique depth of advisory knowledge to Compound Planning:
- Mark Patzer: More than a decade of experience navigating the complexities of stock and options management, tax, estate and trust design, and portfolio management, having held prior roles at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and Presidio Capital Management.
- Alec Montoya: Over 10 years of experience specializing in capital markets, planning for business owners, planning for executives, income tax planning, and sophisticated wealth transfer techniques, having most recently served as Wealth Advisor & Partner at Mercer Advisors and as an Investment Advisor Representative with LPL Financial.
- Todd Rowe: A CPA and CFP® professional with more than 17 years of wealth management and tax experience and an expert in estate plan design, multi-generational wealth planning, tax-efficient retirement distributions, and customized tax-efficient investment portfolios.
- Joe Perna: 17+ years experience as a CFP® and CFA®, having previously held positions with Motley Fool Wealth Management, Northwestern Mutual, and Morgan Stanley, where he served as a financial advisor during the Great Financial Crisis.
- Scott Hedgcock: 18 years of experience working with multi-generational clients on comprehensive estate and legacy planning needs, including previous positions at Aletheian Wealth Advisors, Cornerstone Advisors, Coldstream Wealth Management, and Washington Trust Bank.
With the latest additions, Compound Planning reinforces that its personalized service, coupled with a modern advisory technology stack, has made the firm an attractive destination for both talented advisors and high-net-worth clients.
About Compound Planning:
Compound Planning is a digital family office and tech-enabled RIA that manages more than $2 billion for high-net-worth entrepreneurs, professionals, families, and retirees. The firm is reimagining wealth management for successful next-generation advisors – offering modern technology and institutional support tailored to their practice and built for growth.
For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com.
Disclosure: Atomi Financial Group, Inc. dba Compound Planning (“Compound Planning”) is an SEC-registered investment adviser based out of New York. The content of this material is general market commentary and/or is the personal opinion of the author or speaker which does not necessarily reflect the firm’s views or opinions. It is not legal, tax, or investment advice or any professional advice nor is it a solicitation to engage in a securities transaction. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Compound Planning is engaged, or continues to be engaged, to provide investment advisory services. Compound Planning’s total assets under management (AUM) and number of advisors referenced in this announcement are as of 10/23/2024.
