530 East Southlake Boulevard,
Farpointe's recently announced strategic partnership with DeLong & Brower joins the resources of two complementary firms to create a powerful platform that fuels advisor growth and provides a comprehensive solution for investment management, continuity and succession. Check out the coverage in Financial Planning magazine.
Farpointe Launches Joint Venture with DeLong & Brower
Great article prominently featuring Farpointe Wealth Partners CEO Scott Rawlins providing thought leadership on the benefits of integrating tax and financial planning.
Tax-Savvy Wealth Management Surges in Importance for Financial Advisors and Clients – Wealth Solutions Report
Two more fantastic practices joined the Farpointe family: Steve Wilson and the team at First Oklahoma Advisory Group, and Bill and Aaron Dahle and their team at Dahle’s Financial Services.
Avantax practices managing $350 million move to Cetera - Investment News
Farpointe Adds Firms In Oklahoma And Utah With A Combined $350M In Assets (fa-mag.com)
Welcome Steven & Lane Johnson and Johnson Financial
$210 Million Practice Joining Cetera Through Farpointe Wealth Partners
$210M Indie Practice Joins Cetera Network in Louisiana (Financial Advisor IQ)
News coverage of the latest additions to the rapidly growing Farpointe family.
Farpointe Adds Three Offices With $250M in Assets (fa-mag.com)
Cetera Affiliate Adds Three Practices with $250M Total (Financial Advisor IQ)
On Wednesday, February 17 Farpointe Wealth Partners welcomed Schexnayder Wealth Advisors.
Latest News - Press Release - Detail | Cetera Portal
Cetera Affiliate Farpointe Adds Louisiana Firm With $190M (fa-mag.com)