The Choreo team is
committed to our clients
and their families

Our team puts clients first by mastering the skills that really matter. And we have the credentials to prove it.

Our team puts clients first by mastering the skills that really matter. And we have the credentials to prove it.

The best teammates believe in making a difference in our clients’ lives. We are in the wealth advisory business to help others get to where they want to be — embracing lifelong learning with a willingness to challenge industry conventions. At Choreo, this is our heritage and ongoing aspiration.

We simplify our clients’ lives with advice that is both practical and meaningful, built upon profound candor and trusted relationships.

As planners and doers, we strive to serve our clients across the country and beyond expectations.

Our Team

wealth management
employees

ADVANCED
CREDENTIALS

years continuous
experience

LOCATIONS

Our Impact

FAMILIES SERVED

Assets under administration

NOTE: Includes teammates holding CFP, CPA, CFA and other credentials. Please refer to Important Disclosures for descriptions of credentials. Data are as of February 11, 2022, unless otherwise indicated.

As of February 18, 2022, approximately $10B constitutes regulatory assets under management, with an additional approximately $2B in assets under advisement related to holdings of clients for which we provide aggregated reporting, financial planning, wealth management consulting, retirement plan consulting and advisory services, and/or similar services

Locations are as of February 18, 2022 and includes any place a teammate is located whether in an office or remote. 

Awards & Recognitions

RECOGNIZED ON
2021 Top 100 RIA Firms
FEATURED IN
2021 Annual RIA Ranking
FEATURED IN
2020 Wealth Magnets List

Please refer to Important Disclosures for information regarding these awards and recognitions.

“I love this team! We are so enthusiastic about helping clients. We genuinely like working with each other and collaborating. Choreo is a workplace that truly feels like a family.”

-
Mary Saylor

Interested in joining our team?

We are looking for planning-focused advisors in all 50 states who want to be part of something more.

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