Jake Northrup doesn’t believe things like the rigors of a 9-to-5 job or mountains of student loan debt should stand in the way of living your best life. Northrup, 30, is the founder of Experience Your Wealth, a Bristol, Rhode ...

Niche advisory practices come in all shapes and sizes and can sometimes be discovered right inside your own home. That is essentially the story of Tim and Alexis Woodward, co-founders of Blend Wealth in Indianapolis. Tim, 41, and Alexis, 27, ...

Despite having all the obvious characteristics of a niche advisory practice, Robert Netzly insists his focus on Christian values and faith-based ESG investing has always been less about appealing to a certain market than it is about staying true to ...

In the truest spirit of a financial planning niche, Justin Green is going with what he loves. Green, 29, is the founder of AssistFP, a Marlborough, Massachusetts-based financial advisory practice serving fitness-training entrepreneurs, many of whom have evolved into online ...

When Lindsey Swanson came up with the name of her financial advisory firm, she knew there might be some who misinterpreted the message, but her goal was to ensure the target market saw it as a safe and welcoming place. ...

Colton Etherton was determined to carve out a unique niche for his Beaverton, Oregon-based financial planning practice, Out of the Office Planning, but it took a leap of faith before he convinced himself he could build a business focusing on ...

As with so many financial advisory niches, Steve Larsen found his focus right under his nose. Six years after purchasing a single Bitcoin for $235 and then essentially ignoring it, Larsen said a “light bulb went off” a year ago ...

Aviva Pinto wasn’t specifically searching for a niche focus seven years ago when an attorney asked for help calculating the net worth of a client going through a divorce, but the opportunity was too obvious to ignore. “The woman was ...

The brother and sister team of Christopher and Michelle Mackin attribute the development of their advisory niche to the onset of the Covid-19 pandemic. It was August of 2020 when Christopher, 37, and Michelle, 31, had transitioned to Bleakley Financial ...

Jeff Sheldon launched his advisory firm, Cardinal Point Wealth Management, 12 years ago after witnessing the tax and estate planning challenges facing Canadian retirees who live part of the year in the United States. “I was seeing firms that I ...