Michael Radford, CPA/PFS, CFP®, CEPA, Managing Partner with Choreo, writes InvestmentNews article discussing exit plans for small business owners InvestmentNews, “How to help small-business-owner clients get started with their exit plan,” by Michael Radford, September 22, 2022 Read Article
Choreo ranked #43 on Barron’s 2022 Top RIA Firms in the country Barron’s “2022 Top 100 RIA Firms”, September, 2022 Read Article
Choreo’s Michelle Buria, Senior Director, explains her approach to help her clients build confidence InvestmentNews, “Single Women trailing married counterparts when it comes to retirement, EBRI says”, September 2, 2022 Read Article
Mark Pniak, Senior Director at Choreo, weighs in on cryptocurrency InvestmentNews, “Where will crypto head this fall?”, September 2, 2022 Read Article
Choreo named one of Top Fee-Only RIA’s 2022 (Number 31) InvesmentNews “Top Fee-Only RIAS 2022”, August 22, 2022 Read Article
A case study on how Choreo is streamlining front- and back-office functions by digitizing process Laserfiche “Case Study: Moving Digital Transformation Beyond Manual Processes”, July 19, 2002 Read Article
