Accounting FirmsBusiness

Farpointe Wealth Partners adds Schexnayder Wealth Advisors to its team

Schexnayder Wealth Advisors' team specializes in providing tax, accounting and wealth management services

Farpointe Wealth Partners, an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors has joined its team.

Schexnayder Wealth Advisors’ team specializes in providing tax, accounting and wealth management services.

Commenting on the group decision, Nolan Schexnayder, owner and senior advisor, said: “We were attracted by the talent of Farpointe’s leadership, and the firm’s vision of curating an exclusive group of like-minded financial professionals who value trust, collaboration and meaningful personal relationships galvanized by a shared culture.”

Additionally, Schexnayder will also join the board of directors at Farpointe.

Scott Rawlins, co-founder, Farpointe, added that the company will “benefit greatly” from Schexnayder’s “extensive experience” building and running his own wealth management business, and from his decades on the “front line” as a financial professional.

He said: “Nolan was a top producer for over 25 years at his prior firm and was a pioneer in helping pave the way for CPAs to provide comprehensive financial planning services.”

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button