Snowden Lane Partners

We’re excited to announce two new Snowden Lane milestones. First, we’ve substantially increased advisor and employee ownership and, second, we provided partial liquidity to our vested advisors! These transactions serve as the latest validation of our business model and commitment to operate as an independent, advisor and employee-centric business. For more details, click through below for the full announcement! #rias #wealthmanagement #financialplanning #independentadvisors https://lnkd.in/ewpUXFWB

We’re thrilled to officially announce our Practice Continuation Plan, a new retirement and monetization program we’ll be offering to our advisors!   Crafted with direct feedback from our advisors, this new program will help our teams organize succession plans, while providing advisors with an opportunity to monetize the successful advisory practices they’ve built at Snowden Lane as they prepare for retirement.   For more details, read the full release below!   https://lnkd.in/e-kk7vdh   #succession #wealthmanagement #rias #financialplanning

We’re thrilled to share that Alex Bryer has joined Snowden Lane’s leadership team, where he’ll continue to support our firm in a key national recruiting role! Alex has been instrumental in our growth since joining Snowden Lane in 2015, and we’re looking forward to the role he will undoubtedly play in our continued success in 2025 and beyond. Please join us in congratulating Alex for the well-deserved new position! #financialplanning #wealthmanagement #recruiting #rias https://lnkd.in/eBnUyvJ8

We’re excited to announce that Armando A. Ureña, MBA, CPWA® has joined Snowden Lane’s Operating Committee – please join us in congratulating him on the new role! We’re thrilled to be having another excellent year, and keen to expand our advisors’ participation in firm management as we pursue our next phase of growth. Armando is a natural fit to represent our advisors in this new position. Click through below to learn more, and congratulations again, Armando! #rias #wealthmanagement #leadership https://lnkd.in/exe3mQun

Looking forward to seeing Alison Burkett on stage at InvestmentNews' RIA Activate on November 12th! Click through below for a preview of the topics she’ll be discussing, including details on the evolution of our platform and the broader impact of #tech in transforming our industry.   #wealthmanagement #rias #leadership #sandiego #RIAActivate   https://lnkd.in/eKrfbYVv

We have once again been named to the Forbes/SHOOK Top RIA list for the third year in a row! We want to thank our entire team for their fantastic work. This honor is a testament to that, and we look forward to a strong end to 2024 and a successful 2025!   #forbes #wealthmanagement #rias #financialadvisors   https://lnkd.in/gyRbJuW8

Excited to share that we have been named to the Barron's Top 100 RIA list for the fifth consecutive year! This is a tremendous honor and something we’re incredibly proud of. All credit goes to our amazing team, and we are excited to continue our strong momentum into the end of this year and the start of 2025!   #barrons #wealthmanagement #rias #financialadvisors   https://lnkd.in/emdDVQTq

Fantastic to see Alison Burkett on stage at the Future Proof Festival yesterday, where she discussed how modern RIAs are motivating and recruiting top advisors. Click through the Financial Planning link below for Tobias Salinger's recap of her conversation with Shannon Spotswood and Mark Bruno! #rias #recruiting #wealthmanagement #leadership #SanDiego https://lnkd.in/eHAYqAhp

It’s going to be a busy fall for our own Alison Burkett! We’re thrilled to share that she’ll also be speaking at InvestmentNews' RIA Activate on November 12th in San Diego!   Swing by the event to hear her perspective on how modern RIAs can increase their operational efficiency, effectively leverage their tech stack, and ultimately, better serve clients’ individual needs.   Click through below to learn more and register!   #wealthmanagement #leadership #sandiego #technology #RIAActivate https://lnkd.in/dwz_kDts  

For any of our friends around the industry attending the Future Proof Festival this fall, be sure to swing by the Surf City Stage at 9:30 am PT on September 16th.   We’re thrilled that Alison Burkett will be joining Shannon Spotswood and Mark Bruno to discuss the keys to recruiting, motivating, and retaining talent across the wealth management industry!   #wealthmanagement #leadership #sandiego #financialplanning #FutureProof https://lnkd.in/e-WAZ6_B