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New York, February 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today the opening of a new office in Boca Raton, FL. The office is located at 150 East Palmetto Park Road, Suite 525, Boca Raton, FL 33432. Wealthspire Advisors now operates 13 offices in 9 states. “Wealthspire is a growth-driven company and we are excited for the opportunity to expand our footprint to Florida,” said Wealthspire Advisors CEO, Mike LaMena. “The new office will allow u

Potomac, MD, December 12, 2019 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that the company’s Rockville office is moving to a new location down the road at Park Potomac. The full street address of the new space is 12435 Park Potomac Avenue, Suite 500, Potomac, Maryland 20854. “Wealthspire’s team continues to grow and we are excited to be located in the Park Potomac development with all the amenities it offers,” said Michele Walthert, Senior Vice Pr

New York, December 11, 2019 – Wealthspire Advisors, an independent investment advisor, announced today that Ashley Iddings, Managing Director, and Grant Ruder, Senior Vice President, have been named top financial advisors in the DC Metro area by Washingtonian Magazine in the December 2019 issue. The “Best Financial Advisers” list recognizes the top financial advisors in the DC Metro area. Hundreds of local financial experts are surveyed for recommendations followed by extensive research to dete

New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across