What’s on the Horizon
byTravis Allen/June 2, 2023
Travis Allen, CFA, CFP®, RICP®
Travis is a Wealth Management Advisor and owner of Custom Wealth Planners. Travis has been working with high-net-worth families for more than 15 years. He specializes in retirement distribution and tax planning. Learn more about Travis here.
As much as I wanted to announce my next endeavor being a large lottery win, once again Powerball has let me down. Fortunately, I have a back-up plan. I’ve made the decision to establish my own independent, fee-only RIA. I’m still wrapping up all regulatory and operational pragmatics of that, but hope to go live in the next couple weeks (or so). This is something I’ve thought long and hard about, and have some strong principles guiding this decision. I thought I would share a few of them as a setup to the broader firm announcement later this month. Thank you to everyone for the tremendous outpouring of support and kind words of encouragement over the last week. It’s made such a large jump into the unknown feel far less scary as I originally expected.
Now onto some of the core thoughts on formation of the next firm….
Lastly, I’d like to introduce you to the future Co-CEOs of the firm. Be careful of that long haired one…:)
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