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Senior Director of Wealth Management, Ray Morrill Featured in Financial Planning Article
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Senior Director of Wealth Management, Ray Morrill Featured in Financial Planning Article

"Fintech founder wants more financial advisors to consider taxes," Financial Planning, February 2024 

Kitt Murphy, Senior Director at Choreo, shares what her 22-year old niece taught her about the Future of Wealth Management
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Kitt Murphy, Senior Director at Choreo, shares what her 22-year old niece taught her about the Future of Wealth Management

“What My 22-Year Old Niece Taught Me About the Future of Wealth Management” Wealthmanagement.com, November 17, 2023

Ray Morrill, Senior Director with Choreo, discusses why advisors are moving toward private credit
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Ray Morrill, Senior Director with Choreo, discusses why advisors are moving toward private credit

“Rising rates have advisors sprinting toward private credit” Investmentnews.com, November 8, 2023

Robin Patin, Senior Director with Choreo, discusses concerns impacting the case for more female advisors
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Robin Patin, Senior Director with Choreo, discusses concerns impacting the case for more female advisors

“Behind the business case for more female advisors” Investmentnews.com, November 6, 2023

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Choreo Announces Acquisition of Wealth Management Business from BDO

Purchase brings approximately $8.1B in Assets Under Management or Advisement to Choreo and expands the firm’s leadership within the CPA community

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Karen Lee joins Choreo as Chief Growth Officer

Wealth Management leader brings proven track record of helping large enterprises grow revenues and achieve goals

Choreo ranked #45 on Barron’s 2023 Top RIA Firms
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Choreo ranked #45 on Barron’s 2023 Top RIA Firms

Barron’s “2023 Top 100 RIA Firms”, September, 2023

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Choreo CEO Larry Miles to Deliver Keynote at DeVoe M&A Succession Summit

CHICAGO, Aug. 29, 2023 /PRNewswire/ — Choreo, LLC (Choreo) announced today that CEO Larry Miles will deliver a keynote address at the prestigious DeVoe M&A Succession Summit.

Tips For Advisors Working With Paper-Rich, Cash-Poor Entrepreneurs – Ray Morill
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Tips For Advisors Working With Paper-Rich, Cash-Poor Entrepreneurs – Ray Morill

Ray Morill, Senior Director, Wealth Management at Choreo Advisors via WealthManagement.com

Marissa Fox-Foley Recognized in WSR CMO 10: Top Wealth Management CMOs
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Marissa Fox-Foley Recognized in WSR CMO 10: Top Wealth Management CMOs

WSR Spotlights Top Wealth Management CMOs, June 28, 2023

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Choreo Launches Choreo Partner Alliance to Provide CPA Industry with Stronger Wealth Management and Client-Service Solutions

Benefits to CPAs include access to Choreo’s Comprehensive Financial, Estate and Business Planning Solutions, as well as its Customized Marketing and Technology Platforms

Nicole Anderson, Director, Wealth Management writes Springfield Business Journal article “Investments today can benefit generations to come”
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Nicole Anderson, Director, Wealth Management writes Springfield Business Journal article “Investments today can benefit generations to come”

“Investments today can benefit generations to come,” Springfield Business Journal, April 10, 2023

Matt Bankston, Managing Director, Platform Strategy and Innovation at Choreo, discusses needs in Wealthtech
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Matt Bankston, Managing Director, Platform Strategy and Innovation at Choreo, discusses needs in Wealthtech

“T3 Conference Preview: Largest Issues Facing Wealthtech Today” Wealthsolutionsreport.com, March 9, 2023

David Winslow, Managing Director with Choreo, discusses opportunities for advising Child-free Clients
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David Winslow, Managing Director with Choreo, discusses opportunities for advising Child-free Clients

“Advising Childless and Child-free Clients” Wealthmanagement.com, February 13, 2023

Choreo named on Wealthmanagment.com’s RIA Edge List 100
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Choreo named on Wealthmanagment.com’s RIA Edge List 100

Wealthmanagement.com’s “The RIA Edge 100: Growing Above and Beyond,” February, 2023

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Choreo Completes Partnership with GreerWalker LLP by Closing Acquisition of GreerWalker Wealth LLC

CHICAGO – Jan. 31, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire GreerWalker Wealth LLC, an entity affiliated with GreerWalker LLP.

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Choreo Completes Acquisition of Enso Wealth Management

CHICAGO – Jan. 4, 2023 – Choreo, LLC (“Choreo” or “the firm”) today completed the previously announced acquisition of Enso Wealth Management (“Enso”) a Petaluma, California-based firm with approximately $1.8 billion in assets under management serving over 1,900 families.

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Choreo completes partnership with Cherry Bekaert by closing acquisition of Cherry Bekaert Wealth Management

CHICAGO – Jan. 2, 2023 – Choreo, LLC (“Choreo” or “the firm”) today announced it has completed a previously announced agreement to acquire Cherry Bekaert Wealth Management LLC (CBWM), an entity affiliated with Cherry Bekaert Advisory LLC.

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Choreo to partner with GreerWalker LLP and Acquire GreerWalker Wealth LLC

Southeast-Based Wealth Management Business with Approximately $275 Million in Assets Further Expands Firm’s Footprint GreerWalker LLP and Choreo to Enter Into Ongoing Strategic Partnership

CMO Marissa Fox-Foley discusses how technology helps drive digital communications and virtual events
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CMO Marissa Fox-Foley discusses how technology helps drive digital communications and virtual events

“Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms” Digital Wealth News, November 28, 2022

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Choreo Chooses Pontera to Strengthen Client-First Approach with Held Away Asset Management

Pontera’s technology allows Choreo’s financial advisors to manage and trade clients’ 401(k) and other held away accounts as part of their holistic strategies.

CEO Larry Miles focuses Firm on Client Care, Midwest Values and Selective Teammate Growth, Shares Vision for Thriving Communities
Article

CEO Larry Miles focuses Firm on Client Care, Midwest Values and Selective Teammate Growth, Shares Vision for Thriving Communities

“Choreo CEO Discusses Growth and Client Service” Wealth Solutions Report, October 24, 2022

Digital marketing firm FMG Suite is partnering with Choreo, an RIA, to launch Canvas, a digital marketing and communications platform.
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Digital marketing firm FMG Suite is partnering with Choreo, an RIA, to launch Canvas, a digital marketing and communications platform.

“Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup,” InvestmentNews, October7, 2022

Donna Thrane, Senior Director at Choreo, explains Liquidity Events from a Wealth Manager’s perspective.
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Donna Thrane, Senior Director at Choreo, explains Liquidity Events from a Wealth Manager’s perspective.

“Liquidity Events – Top Three Blunders of Business Sellers,” Wealth Solutions Report, September 27, 2022

Michael Radford, CPA/PFS, CFP®, CEPA, Managing Partner with Choreo, writes InvestmentNews article discussing exit plans for small business owners
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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

2022 Top 100 RIA Firms
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2022 Top 100 RIA Firms

Barron’s “2022 Top 100 RIA Firms”, September, 2022

Choreo’s Michelle Buria, Senior Director, explains her approach to help her clients build confidence
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

Mark Pniak, Senior Director at Choreo, weighs in on cryptocurrency
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Mark Pniak, Senior Director at Choreo, weighs in on cryptocurrency

InvestmentNews, “Where will crypto head this fall?”, September 2, 2022

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Choreo named one of Top Fee-Only RIA’s 2022 (Number 31)

InvesmentNews “Top Fee-Only RIAS 2022”, August 22, 2022

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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

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Choreo named one of America’s Top RIA’s (Number 53)

FA Magazine “FA’s RIA Survey & Ranking 2022”, July 19, 2022

Keith Lamoutte, Choreo’s Chief Investment Officer, discusses the most effective tool against inflation
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Keith Lamoutte, Choreo’s Chief Investment Officer, discusses the most effective tool against inflation

InvestmentNews “10 retirement risks facing your clients”, July 19, 2022

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Choreo recognized as the fastest growing RIA in Minnesota

50 Growers Across America 2022, page 20, July 8, 2022