| 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.
Industry-leading RIA and M&A strategist, David DeVoe, launches advisor consulting firm
Securities offered through Growth Capital Services, member FINRA and SiPC.
Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104