DeVoe & Company

Investment BankingUnited States11-50 Employees

DeVoe & Company is a leading consulting firm for RIAs. We support RIA owners and principals with business consulting, M&A guidance, and valuations. 

We are committed to creating transformational change for wealth management and investment management advisors.  We provide comprehensive advisory services to help our clients accelerate their ability to achieve their goals.  

Our services include:
- Consulting 
  - Business Strategy
  - Succession Planning 
  - Human Capital / Compensation
  - Transitioning in New Partners 
  - Coaching
  - Guidance on Capital and Lending

- Mergers, Acquisitions, and Sale Transactions

- Valuations

Twitter: DeVoeCo

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