A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew.

The Columbus-based duo has set up a new solo practice, Advocus Private Wealth, which is minority-backed by Summit Growth Partners, a serial minority investor in RIAs.

RECENT INSIGHTS

September 9, 2026

Every major IPO now comes with the same phone call. A client sees an AI platform or tech company hit...

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September 4, 2026

Leaders should hire an excavator, not buy a shovel.

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August 24, 2026

A business sale or a large option exercise can feel like you’ve reached the finish line. However, if a client...

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