Nerd's Eye View

APRIL 30, 2024

Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Nerd's Eye View

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. My guest on today's podcast is Emily Rassam.

Financial Advisor 246

Financial Advisor Financial Planning Planning Financial Planner 246

Nerd's Eye View

SEPTEMBER 10, 2024

John is the President of Mason & Associates, an RIA based in Newport News, Virginia, that oversees $370 million in assets under management for approximately 390 client households. Welcome to the 402nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is John Mason.

Financial Advisor 130

Financial Advisor Clients Fee Only Government 130

Nerd's Eye View

DECEMBER 13, 2022

Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households. My guest on today's podcast is Terry Parham Jr.

Financial Advisor 130

Financial Advisor Financial Planning Clients Planning 130