The founders of &Partners join
The Stephen & Kevin Show

&Partners‘ cofounders David Kowach, Kristi Mitchem, and John Alexander joined Oechsli’s The Stephen & Kevin Show for a candid conversation about advisor leadership, firm building, and the future of wealth management.

They discuss the vision behind &Partners and what’s fueling its rapid growth: a simpler operating model grounded in meaningful advisor ownership, reduced bureaucracy, and the ability to move quickly. Designed to feel boutique while operating with scale, the firm emphasizes a culture of care and a “will to serve” that prioritizes both the advisor and client experience.

The episode also explores the broader shift toward holistic advice — integrating investment, tax, and estate planning — alongside the growing role of technology and personalization.

At its core, the conversation reinforces a foundational belief of &Partners: When advisors are empowered as owners, better outcomes follow.

Watch the episode: