The Way Forward

July 18, 2023

Matthew Somberg spoke with Steve Sanduski, CFP® on advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm and growth.

Listen on The Way Forward podcast:

$1.67 billion in AUM, as of 7/1/23.

2021-2022 Barron’s Top 100 Independent Advisors, created by Barron’s. The 2022 award was presented in Sept 2022 from data gathered from June 2021 to June 2022. 514 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.