A little over a decade ago, the founding partners of Forum Financial Management, parent company of the Wealth Advisor Alliance, envisioned creating a 100% advisor-owned partnership with a client-centric approach. Today, Forum partners, advisors and associates remain true to this vision — bringing their depth of knowledge and expertise to help clients achieve their goals.
As of December 31, 2020, Forum has surpassed $5 billion of assets managed or serviced by a team of 16 partners and 63 advisors with experience across portfolio management, retirement planning, estate planning and income tax planning. Reaching this milestone reflects the commitment of the Forum team and strength of their client relationships.
Read the press release.
We help advisors establish and grow successful wealth management practices. To learn more about how we can help you amplify your life’s work, contact us at team@waalliance.com. You can follow us on Twitter@theWAAlliance and on LinkedIn.