Mohr Financial Group’s unique succession plan relies on the dedication of the next generation of advisers to keep clients happy.
Source: Advisory firm founder carries half his clients’ fees into retirement
Integrated Partners has a new face in its C-suite. Andree Mohr was promoted to serve as president, effective in late April.
Integrated Partners Snags $185M New Hampshire Team From Ameriprise – wealthmanagement.com
Integrated Partners and Wright, Ford, Young & Co. Team up to Unveil WFY Wealth Management – businesswire.com
Integrated Partners reports milestone year, with $3B in assets added in 2023 – investmentnews.com
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