1. Let’s kick things off by learning more about Tri-Star Advisors and how you got your start. Tri-Star Advisors is an RIA established back in 2009. At the time,…

  1. Let’s start out by learning more about Channel Your Wealth and your journey to starting your business. We are an independent wealth management practice within a firm that…

  1. Ascencion College Planning targets a really unique niche. Tell us about how you got into working with those individuals and families who are planning for college. My step-daughter…

    First, tell us a little bit about Trace Wealth Advisors and how you got started. I’ve worked in the wealth management business for over 15 years now (hard to believe it’s been…

2020 is off to a great start so far, but we wanted to take a look back on what we accomplished last year. In addition to working closely with independent…

As Twenty Over Ten continues to expand, so do our services and features.  Now, in addition to our existing capabilities, clients can also use our platform to blog, post videos, and integrate with other applications…

    Let’s start by chatting more about Freedom Advisory. Could you give us a little back of background on your firm and how you got started? In 2008, I…

We love to showcase our amazing clients any chance that we can get, and with tomorrow being Valentine’s Day, we thought this would be the perfect opportunity to show off…

With Valentine’s Day just one week away we wanted to do a quick round-up of five top advisor websites that we’ve been swooning over and chat more in-depth about what…

We’re already a couple months into the new year, and so far we are excited about how 2020 has started off! We ended 2019 with a bang, so we wanted…