DeVoe & Company

📉 RIA organic growth has dropped from 9% in 2017 to 3% today. Join us for our first webinar in a two-part series, Supercharging RIA Growth: From Conventional to Cutting Edge! 💻 In this insight-packed session, RIA growth experts David DeVoe and John Mittnacht will discuss how to move beyond conventional tactics, and create a comprehensive and integrated growth strategy. 📅 Now is the time for your firm to re-engage in driving growth. Register today! https://lnkd.in/gmCp275s

❗Transaction Announcement: DeVoe & Company is proud to support Paladini Financial Management as they merge with Cerity Partners. This is DeVoe & Company's tenth transaction of 2024. #RIA #Wealthmanagement #mergersandacquisitions Learn more: https://lnkd.in/ghwUESNY

❗Transaction Announcement: DeVoe & Company is proud to support JLFranklin Wealth Planning in their merger with Mission Wealth. This is DeVoe & Company's ninth transaction of 2024. #RIA #Wealthmanagement #mergersandacquisitions Learn more about this partnership: https://lnkd.in/gVuvbwyG

🎉 Join us in celebrating A. Douglas Johnson's 3rd work anniversary at DeVoe & Company. His hard work, expertise, and dedication are invaluable to our team. We are incredibly grateful to have him on our journey. Here’s to many more years of success and collaboration together! #DeVoeteam

📣 Insights! The DeVoe & Company Q3 2024 RIA Deal Book™ brought to you by Capital Group is available now. With 65 transactions announced in Q3, 2024 is tracking slightly ahead of 2023 year-to-date. The first three quarters of 2024 saw 191 transactions, up from 185 transactions during the same period last year. Dive into these trends and more. Download the report now: https://lnkd.in/geVn4Xy4 #mergersandacquisitions #wealthmanagement #DeVoeDealBook #RIA

🎇 We are thrilled to share that Brad Grubb has received a perfect Net Promoter Score on a recent client engagement! Client satisfaction is our top priority and we are proud to support the RIA community. Let’s all congratulate this outstanding team member—well done, Brad! 👏 Learn more about our team: https://lnkd.in/gyVjwc5E

🎉 Exciting News! We’re thrilled to welcome Zach McIntyre as the newest Analyst on our team! 🌟 With his impressive skills and fresh perspective, we’re eager to see the amazing things we’ll achieve together. Zach previously joined us in 2023 as a Summer Analyst, where he made significant contributions by developing detailed financial valuations and supporting various sell-side engagements. We’re excited to have him officially on board! #DeVoeteam #RIA #wealthmanagement

🎊 Join us in celebrating Brad Grubb's 6th work anniversary at DeVoe & Company. His passion, perseverance, and professionalism have left a lasting impact on our clients' success and our own, and we are incredibly grateful to have him on our team. We look forward to many more years of Brad’s valuable contributions! #DeVoeteam

🎉 Exciting news! We are thrilled to welcome Natalie W. to the DeVoe & Company team as a Marketing Manager! With her sharp marketing expertise and innovated mindset she's ready to elevate our marketing strategy and drive powerful results. We cant wait to see the impact her fresh ideas and savvy skills will bring to the table. 👏 Please join us in welcoming her to the team! #DeVoeteam #Marketingtalent

Last week, David DeVoe, Tony Parkin, and Adam Levy, CFA attended Matson Money's Succession Summit in Scottsdale, Arizona! They took the stage to share valuable insights on evaluating your business and creating solid succession plans for a successful future. ✍💼 #RIA #SuccessionPlanning #WealthManagement