Perigon Wealth Management Expands with New Partner Hiring
Perigon Wealth Management Welcomes New Partners
Perigon Wealth Management, LLC, an innovative and growing independent wealth management firm, has recently welcomed four talented advisors into their fold. This exciting development comes as a part of their Path to Partnership Program, which aims to strengthen the firm’s advisor-led and advisor-owned structure. As of the end of 2024, Perigon boasts approximately $8.7 billion in client assets, a testament to its growing presence in the industry.
Understanding the Path to Partnership Program
The Path to Partnership Program was designed to recognize dedicated advisors who embody the essence and culture of Perigon. Arthur Ambarik, the CEO of Perigon, emphasized that the program allows advisors to earn an ownership stake within the firm over time. He stated, "Perigon's strength lies in its advisors, the technology and investment support we provide, and the flexibility for growth and success." This initiative has attracted passionate advisors seeking to contribute to the firm while also enhancing their careers.
Profiles of the New Partners
Perigon’s newest partners come with diverse backgrounds, each bringing unique strengths and experiences that enrich the firm:
Mary Ballin
Mary Ballin, a Wealth Advisor, has had over 20 years of experience in the industry and was pivotal in opening Perigon's East Bay office. She holds both CFP and Certified Divorce Financial Analyst designations and leads a team dedicated to assisting women through significant life transitions like divorce or loss of a spouse. Mary joined Perigon in 2020 and brings a wealth of knowledge and empathy to her clients.
Beth Bosworth
Beth Bosworth is another key asset for Perigon, overseeing financial planning while working from the Atlanta office. With over 15 years in wealth management and a CFP designation, she joined the firm in 2021. Her extensive experience enhances the planning services offered to Perigon clients.
Eric Jardine
Bringing over 20 years of investment and technology expertise, Eric Jardine serves as a Wealth Advisor/Operations in Perigon's Bay Area office. His role involves managing portfolios and implementing systems that support advisors in making informed strategic decisions.
Doug Wheat
Finally, Doug Wheat, who joined Perigon in 2024, works as a Wealth Advisor in the Massachusetts office. With over 15 years of experience, Doug specializes in wealth management and impact investing, further strengthening Perigon's commitment to ethical investment practices.
Perigon’s Commitment to Advisor Autonomy
Mary Ballin notes that Perigon empowers its advisors with autonomy that drives their success. She indicated, "We don't just talk about growth — we make it happen. The firm's Path to Partnership program is just one way Perigon transforms ambition into opportunity." This encouraging environment has made Perigon not just a workplace, but a community where advisors can thrive.
Company Growth and Recognition
Since December 2021, Perigon has expanded significantly, continually adding teams and offices across major markets, including a recent strategic investment from Constellation Wealth Capital. Recently, the firm earned accolades from Financial Advisor Magazine as one of the Top 50 Fastest Growing RIAs and landed a spot on the Forbes Top RIA list for 2024. This growth reflects their commitment to providing high-quality services and an enriching environment for both clients and advisors.
About Perigon Wealth Management
Founded and led by lifelong financial advisors, Perigon Wealth Management strives to deliver customized financial plans that help clients achieve their life goals. The firm is committed to easing the operational burden of financial advisors while allowing them to maintain their independence. With around $8.7 billion in client assets as of December 31, 2024, Perigon is focused on accelerating growth for its advisors.
Frequently Asked Questions
1. What is the Path to Partnership Program?
The Path to Partnership Program is designed to help dedicated advisors earn ownership in Perigon Wealth Management over time, encouraging growth and success.
2. Who are the new partners at Perigon?
The latest partners include Mary Ballin, Beth Bosworth, Eric Jardine, and Doug Wheat, each bringing valuable experience and expertise.
3. How does Perigon support its advisors?
Perigon provides advisors with the autonomy to pursue individualized success while offering the necessary resources and support for growth.
4. What recognition has Perigon received?
Perigon has been named one of the Top 50 Fastest Growing RIAs and featured on the Forbes Top RIA list for 2024.
5. How can clients learn more about Perigon?
Interested clients can visit the Perigon Wealth Management website for more information on their services and offerings.
About The Author
Contact Addison Perry privately here. Or send an email with ATTN: Addison Perry as the subject to contact@investorshangout.com.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.
