RIA Channel, Jay Hummel & John Phoenix Launch Wealth Advisor Growth Network, November 4, 2019
Jay Hummel, Partner/Co-Founder, Wealth Advisor Growth Network (WAGN), met with Julie Cooling, Founder & CEO, RIA Channel to discuss the launch of WAGN and its growth-focused mission. WAGN, founded by Jay Hummel and John Phoenix, is singularly focused on helping advisors grow in today’s complex and competitive environment. WAGN has partnered with Merchant Investment Management to offer RIAs access to capital, […]
Business Wire, Merchant Investment Management takes minority stake in WAGN, February 4, 2020
NEW YORK–(BUSINESS WIRE)–Merchant Investment Management (Merchant) has completed a transaction to take a minority stake in the Wealth Advisor Growth Network (WAGN). The company, founded by John Phoenix and Jay Hummel in October of 2019, is focused on establishing new, optimizing existing, and growing independent wealth firms as well as the best in class firms […]
Wealthmanagement.com, Terrific Books Written by Advisors, for Advisors, February 5, 2020
Few understand the job of the financial advisor like those who have done the work. These 10 books relay key lessons, actionable tactics and wisdom directly relevant to advisors at all levels, from novices to veterans. “If you wish to know the road,” goes a Japanese proverb, “inquire of those who have traveled it.” Business […]
Resilient Advisor Podcast, How To Prepare Your Business For A Down Market, February 7, 2020
Jay Hummel of the Wealth Advisor Growth Network comes on to share his strategies to prepare for a bear market. Watched LinkedIn video here: https://www.linkedin.com/video/live/urn:li:ugcPost:6631578359576961024/
City Wire, Exclusive: $750m team launches RIA backed by ex-Envestnet execs, March 20, 2020
Merchant Investment Management and Wealth Advisor Growth Network are backing Chris Freimuth’s Elk River Wealth Management. Wealth Advisor Growth Network (WAGN) has launched its first-ever RIA. The fledgling RIA consultancy is backing Elk River Wealth Management, a new Denver and Phoenix-based firm which launched late Friday. Elk River is helmed by chief executive Chris Freimuth […]
Business Wire, Elk River Wealth Launches RIA with Unique Client Experience and Full-Service Offering, March 23, 2020
DENVER–(BUSINESS WIRE)–Elk River Wealth Management, LLC is proud to announce that it has officially launched as an independent Registered Investment Advisor (RIA). Based in Denver, CO, with offices in Phoenix, AZ, Elk River delivers investment management, complete planning and wealth solutions to help individuals, families and business owners enhance every aspect of their financial life. […]
The Indie Advisor Podcast, The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix, February 8, 2022
Episode 1: The Future of Financial Planning, and Protecting Our Most Valuable Assets with John Phoenix As advisors and entrepreneurs, we’re often laser-focused on the destination. But as most seasoned professionals wish their younger selves understood, the journey is more meaningful. John Phoenix shares this sentiment. After years in the industry and multiple successful ventures […]
Inside Information, Bob Veres’ Inside Information, Consulting From the Inside Out, October 2021
City Wire, $1.7bn Arkansas team sets up WAGN-backed RIA, April 13, 2021
A four-advisor, six-staffer team in Little Rock, Ark. previously affiliated with Stephens has set up a new RIA backed by consultancy Wealth Advisor Growth Network (WAGN). Bentley Blackmon (pictured) serves as chief executive of the new firm, which is known as Naviter Wealth. The ex-Stephens staffers managed a combined $1.7bn in assets across roughly 80 […]