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]