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Remote Financial Advisory Firm Launches Private Client Arm

Editorial Staff

6 July 2024

MyRemoteFA, which provides remote financial advice, has expanded into the private client space, launching a new division. 

This division delivers personalized financial planning, estate planning, and wealth management strategies to HNW clients.

"Today's clients are comfortable working remotely and value having a dedicated professional to guide their financial plans," Brian Heapps, co-founder and CEO of GenXFinancial, said. GenXFinancial, a US financial services group.)

As part of the expansion, MyRemoteFA has hired two new team members and added financial planning resources, the firm said in a statement. 

The head of MyRemoteFA, Alex Petrovich said the business has grown revenues by 25 per cent year-on-year, rising to $375 million of assets as of August 31.