Passionate about improving the well-being of clients, their families and their communities, Choreo is an independent firm focused on redefining an investment advisor’s place in the wealth advisory industry. Choreo operates out of 40-plus locations across the country. Choreo’s experienced advisors define, design and build solutions for their clients’ financial and related needs so they can focus on what matters most to them. Originally launched over 20 years ago as a subsidiary of one of the largest CPA and professional services firms in the country, Choreo serves over 7,000 clients with approximately $24.6 billion in assets under management and advisement (as of December 2023). For more information, visit choreoadvisors.com.