newsroom 1 MIN

Robo Advisor vs. Online Financial Advisor: What's the Difference?

newsroom 1 MIN

Compound Planning announces major milestone for its digital family office

newsroom 2 MIN

Compound Planning crosses $2 billion of assets under management and 30 financial advisors

FOR IMMEDIATE RELEASE NEW YORK – Compound Planning , a leading digital family office known for its innovative approach to serving entrepreneurs, professionals, families, and retirees, today announced it reached a major milestone, passing $2 billion in assets under management (AUM). Since September 2023, Compound Planning has grown its AUM by more than 80% in less than a year. The digital wealth manager also announced it added 6 more financial advisors, bringing its year-to-date total to 21 advisors who have joined the company in 2024 alone. The Compound Planning team now boasts a deep bench of 30+ experienced financial advisors at the firm. "Managing $2 billion of client assets is a testament to our team’s dedication and the trust our clients place in us," said Christian Haigh , co-founder and CEO of Compound Planning. "Our rapid growth reflects our unwavering commitment to delivering top-notch financial planning and wealth management solutions to our diverse clientele. And it’s why we continue to attract exceptionally talented financial advisors. I am thrilled to welcome these six advisors, whose extensive experience and commitment to excellence further enhance the personalized, tech-enabled services we provide." With nearly 70 years of combined experience, each of these six advisors bring a wealth of knowledge and skills to Compound Planning: Andy Park : 10+ years of experience advising high-net-worth families and individuals at Curi RMB Capital and VennWell LLC. David Pender : More than 7 years advising a range of high-net-worth individuals and families at Fisher Investments. Jesse Porter, CFP®, CEPA® : 8+ years helping entrepreneurs, business owners, and affluent families optimize their financial lives at Five Oceans Advisors, AdvicePeriod, and AXA Advisors. Kristen Smith, CFP® : 10+ years of experience serving high-net-worth individuals and families at Empower, Personal Capital, and Resource Consulting Group. Reed Nothwang, CFP® : 9+ years of experience advising big law attorneys and tech employees at Cerity Partners, US Bancorp Investments, and Edward Jones. Scott Ward, CFP®, AIF®, AIFA® : 25+ years of experience advising health care and business leaders, physicians, entrepreneurs, and skilled professionals from various backgrounds at Johnson Sterling and GuideStone. About Compound Planning: As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high-net-worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients. For more information about Compound Planning’s approach to wealth management, visit compoundplanning.com . Contact: Rob Stella, CFP® (617) 675-2311 [email protected]