Articles

Insights from financial experts so you can stay informed.

- May 14, 2025

49 Featured in Barron’s Advisor – ‘Successful Financial Advisors Share 8 Mistakes Rookies Should Avoid’

In a recent Barron’s article, seasoned financial advisors from several firms, including 49 Financial, shared key lessons from their early careers to help guide

- February 27, 2025

49 Financial Earns 5th Great Place To Work Certification™

49 Financial is proud to be Certified™ by Great Place To Work® for the 5th year in a row. The prestigious award is based

- November 11, 2024

Breaking the Mold in Private Wealth Management

In an industry that’s largely stayed the same for decades, the team at 49 is redefining wealth management for clients who sit between traditional

- August 28, 2024

Understanding Compensation in the Financial Services Industry: A Comprehensive Guide

The financial services industry is often perceived as a world of high stakes, significant rewards, and substantial compensation packages. However, the reality of how

- August 28, 2024

Get to Know 49 Financial

Who We Are We are solution-oriented and focused on impact. Clients need an integrated-care approach to their finances– a team that leverages experts and

- June 13, 2024

The Importance of Having a Will and Power of Attorney: Clarity is Kindness

There are certain events in life that can trigger much larger conversations—getting married, buying a house, etc. These milestones often stir us to reflect