Describing itself as a digital family office, the firm said it has accelerated AuM growth in recent months.

Compound Planning, a digital family office based in New York, has added a team of five financial advisors.

The firm said it has brought in 26 advisors in 2024, surpassing the 10 advisors who joined it last year. The arrivals also bring Compound Planning’s total AuM to $2.5 billion, a 25 per cent increase since June.

Mark Patzer brings more than a decade of experience navigating the complexities of stock and options management, tax, estate and trust design, and portfolio management. He has worked at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and Presidio Capital Management.

Alec Montoya has over 10 years of experience specializing in capital markets, planning for business owners, planning for executives, income tax planning, and sophisticated wealth transfer techniques. He most recently served as wealth advisor and partner at Mercer Advisors and as an investment advisor representative with LPL Financial.

Todd Rowe is a CPA and CFP® professional with more than 17 years of wealth management and tax experience. He is an expert in estate plan design, multi-generational wealth planning, tax-efficient retirement distributions, and customized tax-efficient investment portfolios.

Joe Perna has more than 17 years’ experience as a CFP® and CFA® gained at firms including Motley Fool Wealth Management, Northwestern Mutual, and Morgan Stanley, where he served as a financial advisor during the Great Financial Crisis.

Scott Hedgcock has 18 years’ experience working with multi-generational clients on comprehensive estate and legacy planning needs at firms including Aletheian Wealth Advisors, Cornerstone Advisors, Coldstream Wealth Management, and Washington Trust Bank.

The firm’s co-founder and CEO is Christian Haigh.