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Compound Planning expands advisor recruiting team with two key hires

2 MIN READ11 JAN 2024


SAN FRANCISCO AND NEW YORK – Compound Planning – a digital family office for entrepreneurs, professionals, and retirees – announces they recently expanded their advisor recruiting team by hiring Tom Croxton and Greg Hayes.

"We are thrilled to welcome Tom Croxton and Greg Hayes to the Compound Planning team,” said Christian Haigh, Co-Founder and Chief Executive Officer of Compound Planning. “Their extensive experience in the wealth management industry and passion for partnering with financial advisors align perfectly with our mission. By adding these talented individuals to our advisor recruiting team, we are reaffirming our commitment to attracting the best advisors in the industry."

Tom Croxton brings 19+ years of experience to Compound Planning as Head of Advisor Recruiting. He joins Compound from Mariner Advisor Network where he spent 10+ years managing the Business Development and Transitions teams for new advisors affiliating with The Network. Prior to Mariner, he spent seven years with LPL Financial partnering with financial advisors across various roles.

Greg Hayes is a seasoned financial services professional, bringing 9+ years of experience to Compound Planning. As a Sales Director, Greg leads initiatives to cultivate advisor relationships and grow assets under management. Prior to joining Compound, Greg carved out a notable career on Wall Street, partnering with complex global institutional investors at KeyBanc Capital Markets.

If you’re a financial advisor who wants to learn more about joining Compound Planning, visit compoundplanning.com/advisors.

About Compound Planning

Compound Planning is designed for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.  We are your family office—a single place to manage your taxes, investments, borrowing and more. We support your goals and help you make better financial decisions so you can focus on what matters most.

We are currently hiring experienced advisors with existing assets under management who want to be more than just another advisor at just another RIA. Schedule a meeting to learn more about joining Compound Planning.

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We combine the best of wealth management, investment strategy, and tax planning in a thoughtfully designed personal finance platform.