Compound Adds 7 Advisors With Nearly $800M
Yahoo Finance·2026-02-18 15:00
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Compound Planning, a self-described digital family office created via acquisition in 2023, added seven new advisors in the second half of 2025 and the first part of 2026, accounting for $795 million in collective assets. In the second half of 2025, Compound recruited Tony Golden as a wealth advisor in New York. Golden joins from Merrill Lynch, where he spent the last 15 years. Wendy ...