Estate Planning Financial Advisor Startup 
Wealth Management
JUNE 20, 2025
which is a good bit north of Lexington and just across the river from Cincinnati, Ohio (sorry, I love geography and startup origin stories). In edition, he has worked for two FinTech startups, Wealthfront and New York-based FeeX, Inc. The mobile-first application built for the wealth management industry hails from Covington, Ken.,
Wealth Management
JUNE 27, 2025
Davis Janowski , Senior Technology Editor, WealthManagement.com June 27, 2025 4 Min Read Quinn CEO Royi Markowitz I wrote a column last summer entitled “ Finny and the Great AdvisorTech Acceleration ,” largely about the startup but also about the momentum surrounding the rapid advancement and integration of AI among third-party technology providers.
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Wealth Management
JUNE 20, 2025
The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).
Harness Wealth
NOVEMBER 12, 2024
Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.
Harness Wealth
FEBRUARY 4, 2025
Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. For VC and startup investments, platforms such as AngelList and Hiive offer solutions to individual investors. Eligibility: Usually requires accredited investor status.
The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. One is the idea of doing a startup within a large corporation is absolutely absurd.
Yardley Wealth Management
FEBRUARY 11, 2025
To learn more about Yardley Wealth Management and Yardley Estate Planning, visit yardleywealth.net and yardleyestate.net. For more information about RD’s Total Lawn, visit rdtotallawn.com or find them on Facebook, Instagram, and YouTube.
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