Join us tomorrow!

Thank you for having me RFG Advisory.

Well deserved, Mark!

Stoked to see our clients realizing the value of our rockstar team! More of this in 2024!

Our happy client after signing agreements to join forces with a buyer earlier this week. Exciting start to the year.

It’s time! The Q4 2023 DeVoe RIA Deal Book is here. In short, RIA M&A activity slowed in 2023, resulting in the first annual decline in volume in more than a decade. Check out the Deal Book, distributed in partnership with Capital Group, here: devoeandcompany.squarespace.com/s/DeVoe-Deal-B…

☀️Join us for sunshine and next-phase business planning. #DeVoeElevate2024 will be in Scottsdale this year! ✔️Drive organic growth. ✔️Optimize your human capital plans. Earliest bird ends soon! devoeandcompany.com/elevate

Very excited for this! Can't wait to see Aaron Klein 🇺🇸 on stage in May!

I’m looking forward to presenting at Dimensional’s upcoming Deals & Succession Conference in the Bringing Clarity to the M&A Landscape session.

Looking forward to this!

I'll see you on the road!

🚨Now Available: The DeVoe & Company Annual RIA M&A Outlook We are thrilled to share the sixth annual report highlighting advisor expectations for M&A trends including buyer and seller aspirations, motivations, and fears. Download your copy now: devoeandcompany.com/ma-outlook-2023

Nothing like riding a bike to your presentation! Can’t wait to get onstage at ⁦BNY Pershing⁩ Elite #eliteadvisorsummit

Gotta love the NASCAR Hall of Fame, but Lightning McQueen is an icon. Thank you Dimensional Fund Advisors for inviting me to speak at your Deals and Succession conference. A great group!

🌟 On International Women's Day, we are pleased to share that DeVoe Special Advisor Peggy Ruhlin has created and launched the Wealth Is Women’s Work CFP Exam Scholarship. The new initiative supports women aspiring to become CFPs. 🥳 Read the full story: investmentnews.com/industry-news/…

🥳Happy International Women's Day! DeVoe & Company is proud to support the many Women in Wealth! Our team is full of intelligent women, working to progress the future of the wealth management industry.🥂

Had a blast moderating a session with this dream team of acquirers. Thank you for having me at the Barron's Advisor Independent Summit! Savant Wealth Management, MAI Capital Management & Steward Partners

So many great speakers lined up for you this year. Can’t wait to see everyone!

I’m with the man himself David DeVoe and we’re just a few minutes away from kicking off “Growth Day” at #DeVoeElevate2024! Looking forward to this fireside chat with Pershing’s Ben Harrison. 💪

Good times in Seattle! Well, Bellevue technically but - great times, indeed. ⁦Schwab4RIAs⁩