Features Wealth Management

Wealth Managers LLC

It’s a refreshing change from the way so many of his colleagues in financial planning and wealth management operate. No asset minimums at Wealth Managers LLC, an independent, partner-owned, socially conscious financial firm run by Shawn C. Everett in Estero, Florida, and North Haven, Connecticut. Others in his position will say you’ve got to go […]

Common Interests

It’s a most uncommon approach to financial planning and wealth management. Inclusive and holistic in ways that far transcend how other firms claim to operate, “Empowering Financial Wellness” is the mantra. But as Robert J. Goellner—CFP®,ChFC, CLU, the founder and senior partner of Common Interests in Metuchen, New Jersey—likes to say, the aforementioned procedures should […]

Vaughn Asset Advisory

When a well-to-do rancher from deep in the heart of Texas visited the Dallas office of Vaughn Asset Advisory, the firm’s founding president greeted him in jeans, boots and a western shirt. First impressions may not be everything, but they do mean something, and it made for easy discourse between the two men. Easy discourse […]

Randall Long – SageView Advisory Group

If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]

Tad Hill – Freedom Financial Group

The biblical passage about it being better to give than to receive hit home early for Tad Hill. Son of a farmer father and a social worker mother, the young Hill often accompanied his mom as she tended to the elderly and infirm in and around Birmingham, Alabama. The old and disabled folks took a […]

Scott Freund – Family Office Research

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund looks at […]

Rosemary Bonilla Denney – Wealth Matters Consulting

Her name well-known for marketing in the wealth management and family office business, Rosemary Bonilla Denney remembers getting a call a couple of years ago from an unnamed firm that had learned of her via LinkedIn. That firm had impeccable credentials when it came to growing client assets and client services, but it needed help […]

Ted Kakoyiannis – Valyrian Capital LLC

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]

Tim McCoy – The London Company

Don’t ask the folks at The London Company to predict the future—even a little bit. That’s just not what they do. Instead, their approach is deliberate, measured and simple. Rather than jumping at the shiniest new objects—say, the trendiest and latest IPOs—and essentially betting on uncertainty, their focus is on purchasing companies with sustainable competitive advantages and […]

Kevin Naughton – SandsPoint Capital Advisors

Stunned by the Great Recession and forced into cost-cutting mode a decade ago, Morgan Stanley turned to outsourcing many of its most critical functions and turned a lot of heads in the process. For if the multinational investment bank was doing it, other companies reasoned they could do so as well, some entrusting their administrative […]

Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

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