Compound

compoundplanning.com

Compound Planning is a modern wealth management firm that provides personalized investment management, tax strategy, and estate planning services. With over $2.5 billion in assets under management and a team of 35 seasoned advisors, they focus on helping entrepreneurs, professionals, retirees, and families achieve their financial goals. Their unique approach combines in-house investment management with a fiduciary duty to act in clients' best interests, ensuring a comprehensive and tailored financial experience. They leverage technology to integrate various financial services, making it easier for clients to manage their wealth effectively.