Bigger Picture, Financial Planning, Millennials

A New Breed of Advisors

“And if someone chooses a different wealth management firm because this whole squad’s rockin’ Nikes and New Balance, then frankly, we’ve dodged a bullet. That’s the wrong client for us. We want to work with people who are talking to us for the right reason – wealth management, investing expertise and true financial advice.”     -Josh Brown



img_4078It’s always encouraging to find out you’re in good company; in my opinion, Ritholtz Wealth Management is laying the blueprint for the successful Registered Investment Adviser firms of the future, and while I’m not trying to imitate them and become a knock-off version (as Patrick O’Shaughnessy says “imitation is suicide”), finding out I have some of the same core values as them isn’t a bad thing–it reaffirms I’m taking RL Wealth Management in the right direction. Plus it’s good to know I’m not the only financial advisor wearing J’s to the office.

If I can have a fraction of the success RWM is experiencing, I will have helped a lot of families and will be extremely happy. Check out Josh’s post from today.

The Reformed Broker: The Butcher of Park Avenue


Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.