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 21, 2022

Barry plans to introduce more alternatives and active strategies to Summit’s TAMP.

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September 21, 2022

Merchant-backed RIA brings on veteran investment professional to advance firm’s overall investment services for advisors.

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June 1, 2022

There’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...

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