Compound Planning doubled AUM, expanded leadership, and added 30 advisors in 2024

Meet your personal finance department

Our team of experienced professionals across investments, operations, technology and client services are passionate about providing the best possible service to our advisors and clients.

Meet your personal finance department

Our team of experienced professionals across investments, operations, technology and client services are passionate about providing the best possible service to our advisors and clients.

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member

team member