Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
Dave Welling, Chief Executive Officer of Mercer Advisors, stated, "We are delighted to join forces with Colin Bell, and the entire Bell Wealth Management team. Like Mercer, Bell has a long history of providing investment management and financial plan
Epperson has been in the wealth management industry since 1998 and also spent a decade at UBS, as a managing director and private wealth advisor, Rockefeller says.