Compound Planning adds six advisors to its digital family office

Digital family office Compound Planning has added another six advisors to its growing team, following the nine that joined in January.

The additions take the total recruited so far this year to 15, beating the 10 that it added in the whole of 2023. The firm was created from the merger of Compound and digital registered investment advisor Alternativ last year.

"I am thrilled to welcome six outstanding advisors to Compound Planning,” said Christian Haigh, co-Founder and CEO of Compound Planning. “We believe to deliver exceptional service to entrepreneurs, professionals, families, and retirees, we must blend the personal touch of a dedicated advisor with a beautiful digital experience. That requires not only building exceptional technology, it also requires recruiting exceptional talent.”

The new advisors are:

• Jonny Jonson: 12 years of wealth management and accounting experience serving high-net-worth families, tech employees, executives, and busy professionals at Bear Mountain Capital, Jonson Accounting Services, and PwC.
• Joseph Devorak IV: Over 10 years of financial services experience serving high-net-worth individuals and families at Personal Capital, Empower, and Charles Schwab.
• Kevin Mann: 17 years providing unbiased financial advice and coordinating portfolio management with tax, legacy and estate planning at Personal Capital, Empower, and Charles Schwab.
• Matt Buenafe: More than a decade of financial services experience helping high-net-worth clients manage their personal finances at Personal Capital, Edward Jones, and Merrill Lynch.
• Mike O’Connor: 20-plus years of experience in wealth management working with ultra-high-net-worth clients as well as other financial advisors.
• Tyler Morris: Over 13 years working with high-net-worth and ultra-high-net-worth clients to build holistic plans and simplify the complexities of their financial lives at Personal Capital, Lighthouse Financial, Scottrade, and Waddell & Reed.

Compound Planning is aimed at high-net-worth clients with a blend of personalized advice and a digital platform.