Creating
Transformational Change
for Advisors through:
- Business Strategy
- Mergers & Acquisitions
- Succession & Partner Additions
- Valuations
Company Overview
DeVoe & Company is a financial services consulting firm committed to creating transformational change for wealth management and investment management advisors. We provide comprehensive strategy and M&A advisory services to help our clients accelerate their ability to achieve their goals.

Leveraging our founder's experience leading Schwab's RIA M&A consulting business and providing strategic counsel to more than 300 advisors during the past eight years, we develop and implement creative solutions tailored to each client's unique needs, goals and situation.

The wealth and investment management industries are highly dynamic and evolving at a fast pace. DeVoe & Company can help you better understand your environment and your options, so you can capitalize on the opportunities.


Press Release:
DeVoe & Company Expands Team: Hires Adam Levy and Lynn Kennerly