Compound Planning hails ‘pivotal’ hire of nine financial advisors
Compound Planning has announced a significant step in its development with the strategic hire of nine financial advisors.
The venture capital-backed firm, formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September, almost doubles its head count with the addition of the new team.
The nine advisors have joined from Personal Capital, having made independent decisions to do so, and Compound Planning’s co-founder and CEO, Christian Haigh, says it’s more than just about growing the size of the firm but enhancing the wealth management experience.
“The arrival of these nine advisors is pivotal, as it enriches our fusion of technology with personalized financial advice,” he said. “Our clients deserve the best of both worlds – cutting-edge digital tools and bespoke advisory services. This blend is what sets Compound Planning apart in the realm of wealth management for affluent individuals and families.”
The advisors joining the firm are:
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