RIA, Redefined.

Choreo is the RIA of choice for advisors determined to serve clients well, grow their careers intentionally, and lead wealth management in the 21st century.

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We have a history of success behind us,
and a future of excellence ahead.

We started as the wealth management division of one of the largest tax, audit and consulting firms in the country.
Today, our advisors offer objective, fiduciary advice that’s rooted in highly tax-aware financial planning.

As a Choreo advisor, you’ll be the comprehensive financial guide for your clients, coordinating and integrating
solutions for their tax planning, estate planning, and investment planning needs.

Here’s what real Choreo advisors have to say about making us their professional home.

“The people I work with make me want to continue here; I can always approach other Choreo advisors. We all build each other up. With access to robust resources, a digital tech stack, and teammates who want to make everyone around them better, I’m prepared for every situation.”

Jessica Macklin, CPA®
Director, Wealth Management

Click here to read about how our Rockford team works together to deliver exceptional client service – and build professional relationships so close that their significant others actually look forward to company events.

Better, together.

Choreo is one of the few independent RIAs in the country who delivers truly comprehensive tax and wealth advice in an authentic team environment.

And the support doesn’t end with your immediate team members. You have access to our entire national network of more than 25 offices and 135+ employees to seek out additional advice on what’s working for other advisors.

We believe that collaboration, not competition, helps everyone excel.

A Tech-Friendly, Planning-First Place for Skilled Advisors

Comprehensive planning services rest at the core of our client relationships, and you’ll be given all the resources you need to efficiently support the diverse needs of everyone you serve.

At Choreo, you’re empowered with thoughtfully-selected and integrated digital tools to help you provide individualized service to current clients, and easily engage with new prospects as well.

With tech solutions ranging from portfolio management to marketing automation, our entire platform is purpose-built to deliver what you need to grow and scale profitably.

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Our Partners

Services We Offer

Choreo advisors are skilled professionals who provide comprehensive, well-rounded, and objective financial advice to their clients. In support of our advisors, we offer a similarly well-rounded suite of services.

Tax Planning
Estate Planning
Cash Flow Planning
Asset Allocation
Investment Mangement
Wealth Transfer
Financial Planning
Digital Communication Tools
Charitable Planning
Family Meetings
Aggregated Reporting
Trust Services
Asset Protection

Experience the Full Story

Learn more about our mission to empower financial advisors across the country and bring their expertise to the clients and communities who can benefit from their advice.

Our blog explains the vision of Choreo and the impact we hope to make on the industry.

Take the Next Step.

Talk to Choreo and discover a supportive and collaborative environment to build your wealth advisory career.

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