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Distinctive perspectives informing advice done well

&Partners in the news

In the News

August 11, 2026

&Partners celebrates 2026 Forbes Best-in-State Next-Gen Wealth Advisors

Four under-40 advisors demonstrate the talent and client commitment shaping the next generation of wealth management.

Podcast

August 4, 2026

“The Future of Advisor Value” with Matt Doran and Duncan MacPherson

Matt Doran joins Duncan MacPherson on his podcast, Always On for Financial Advisors to discuss artificial intelligence, alternative investments, and financial advisors’ evolving role.

In the News

July 20, 2026

&Partners draws upstate New York team with $864 million in assets

The addition of Foothills Legacy Wealth Management follows a stretch of rapid growth for &Partners, with 117 advisor practices and counting.

In the News

June 23, 2026

&Partners’ 2026 second half recommendation

&Partners has released its second half 2026 issue of Prism and urges preparing for an extended period of higher inflation.

Podcast

May 26, 2026

Benefits of proactive tax planning with Matt Doran and Steven A. Jarvis, CPA

Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns and maximizing QBI deductions.

In the News

April 21, 2026

Filing your taxes isn’t the finish line — it’s the start of strategic planning, says &Partners

&Partners reminds advisors and their clients that tax season doesn’t end with filing, it marks the start of strategic, long-term planning.

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&PARTNERS^SM is the enterprise trade/marketing name for Ampersand Partners LLC, a Delaware limited liability holding company, and its subsidiary, &Partners LLC, a Tennessee limited liability company. Securities and advisory services offered through &Partners, LLC, member FINRA, SIPC. Please see FINRA’s BrokerCheck for information on our firm and representatives as well as these important disclosures.