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.”