Company Overview - &Partners, a hybrid broker/dealer based in St. Louis, was launched by David Kowach, the former president and CEO of Wells Fargo Advisors [1] - The firm has over 100 advisor practices with $50 billion in pre-hire assets and $350 million in revenue [4] Recent Developments - &Partners has added Curley Wealth Management, a practice based in Oneonta, N.Y., with approximately $500 million in pre-hire assets under management [1] - Curley Wealth Management is led by Ed and Corbin Curley, who have extensive experience in the financial services industry, particularly with Wells Fargo [2] Leadership and Vision - Kowach co-founded &Partners in 2023 with Kristi Mitchem and John Alexander, aiming to recreate a boutique brokerage culture with enhanced technology and service [3] - The firm emphasizes a robust investment platform and white-glove service [3] Growth Metrics - The company has recruited about 44 teams in 2025 from various firms, including Wells Fargo and Merrill Lynch [4] - Revenue has increased by 179% year-over-year, and assets under management have doubled since the end of 2024 [4] - Approximately 40% of the advisor teams at &Partners are led by women [4]

Core Insights - Financial Compass Group, LLC celebrates 20 years of providing a planning-centered approach to financial decision-making for business owners, individuals, and families [1][10] - The firm emphasizes a people-first philosophy, focusing on understanding clients' unique circumstances and tailoring strategies accordingly [4][5] Company Evolution - Initially, the firm specialized in retirement plan consulting for business owners, recognizing the need for comprehensive financial guidance that integrates personal and business priorities [5][6] - Over time, the firm's services expanded to include a broader range of clients, reflecting the complexity of individual and family financial needs [6] Service Offerings - Financial Compass Group offers a holistic suite of services, including investment guidance, retirement planning, estate and legacy considerations, insurance and risk management, employee benefit consulting, and business succession planning [8] - The firm’s approach is characterized by a process-oriented methodology that begins with understanding clients' lifestyle priorities and values before developing tailored financial strategies [7][9] Client Engagement - Listening is a core competency of the firm, with advisors dedicating significant time to understanding clients' true priorities and framing their financial decisions accordingly [9] - Long-term relationships and ongoing conversations are fundamental to the firm's practice, fostering clarity and confidence in clients' financial journeys [8][10] Future Outlook - As Financial Compass Group looks to the future, it plans to leverage technology to enhance client experiences and improve financial clarity [11] - The firm continues to invest in its advisory team, aiming to unite diverse perspectives and skills to support sustained growth [11]