Compound Planning hails ‘pivotal’ hire of nine financial advisors

The digital family office firm was formed from a merger in 2023.

Compound Planning has announced a significant step in its development with the strategic hire of nine financial advisors.

The venture capital-backed firm, formed by the merger of financial and tax advisory service Compound and digital RIA Alternativ Wealth in September, almost doubles its head count with the addition of the new team.

The nine advisors have joined from Personal Capital, having made independent decisions to do so, and Compound Planning’s co-founder and CEO, Christian Haigh, says it’s more than just about growing the size of the firm but enhancing the wealth management experience.

“The arrival of these nine advisors is pivotal, as it enriches our fusion of technology with personalized financial advice,” he said. “Our clients deserve the best of both worlds – cutting-edge digital tools and bespoke advisory services. This blend is what sets Compound Planning apart in the realm of wealth management for affluent individuals and families.”

The advisors joining the firm are:

Aaron Foster, CFP, who has 13 years of experience – at Personal Capital and Charles Schwab.
Beau Simon, who has more than eight years of experience at Personal Capital, Gerber Kawasaki, and Northwestern Mutual.
Brad Porter, who has over 10 years of experience at Personal Capital and Crestone Capital.
Ian Wymore, principal wealth advisors, with 12 years in the industry at Personal Capital and Morgan Stanley.
Nathan Bengali, who has 18 years of experience at Personal Capital and Northern Trust.
Rachel Buffalo, CFP, who has spent nine years in wealth management at Personal Capital and Morgan Stanley.
Shannon Lynch, CFP, with a decade of experience at Personal Capital and UBS.
Whitney Pappas, director of sales and senior wealth advisors, who has more than 17 years in the industry at Personal Capital, Janus Capital, and Fidelity investments.
Willem Bloemsma, who has more than eight years of experience at Personal Capital and Foresters Financial.