The call for greater independence became the motivation for Steve Dimitriou to leave FiNet in 2020 and launch his own RIA firm, Mayflower Advisors, which today manages over $1.7B.
The co-founder of Third Eye Associates discusses the firm's financial planning process, including creating a personal vision statement to help clients truly understand what they need to do to align their money with their values.
On his 25th anniversary with Merrill Lynch, Craig Robson resigned to launch RIA Regent Peak Wealth in Atlanta. It was a bold move designed to “liberate and empower” him and his team to serve their clients completely and with objectivity. Craig...
Advisor Jess Bost opens up about how her experience with intense workouts and a supportive community gave her the outlet she needed during a time of profound grief.
