Compound Adds 7 Advisors With Nearly $800M

The digital family office recruited advisors from Merrill Lynch, Silicon Valley Bank, and other firms.

Published on Feb. 21, 2026

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Compound Planning, a digital family office created through acquisition in 2023, has added seven new advisors with a collective $795 million in assets under management. The new hires come from firms like Merrill Lynch, Silicon Valley Bank, and Maia Wealth.

Why it matters

The addition of these experienced advisors with significant assets under management represents continued growth for Compound as it builds out its digital wealth management platform. The firm is focused on hiring talent that can deliver comprehensive financial services to clients while leveraging technology to streamline operations.

The details

The new advisors include Tony Golden from Merrill Lynch, Wendy Jankowski from her own RIA Wealth Architects, Tim Couture from First Citizens, Scott Weigel from Mercer Global Advisors, Marcel Pfister from Silicon Valley Bank, and Jack McCaddon and Adam Coleman from Maia Wealth. Compound also made several executive hires, including a new general counsel, chief compliance officer, and head of content.

  • In the second half of 2025, Compound recruited the new advisors.
  • In 2026, Compound added two more senior wealth advisors from Maia Wealth.

The players

Compound Planning

A self-described digital family office created via acquisition in 2023.

Tony Golden

A wealth advisor in New York who joins from Merrill Lynch, where he spent the last 15 years.

Wendy Jankowski

A senior wealth advisor and portfolio manager who joins from founding and leading her own RIA, Wealth Architects LLC.

Marcel Pfister

A principal wealth advisor in Philadelphia who joins from Silicon Valley Bank.

Jack McCaddon

A senior wealth advisor in Littleton, Colorado who joins from Maia Wealth.

Adam Coleman

A senior wealth advisor in Raleigh, North Carolina who joins from Maia Wealth.

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What they’re saying

“Building the infrastructure of modern wealth management means hiring people who understand compliance and speed aren't competing priorities. We're building a firm where technology enables our advisors to deliver proactive, comprehensive service across every part of a client's financial life. These hires give us the team to keep delivering on that vision as we grow.”

— Alex Farman-Farmaian, Co-founder and CEO of Compound (wealthmanagement.com)

The takeaway

Compound's continued growth through strategic hires of experienced advisors with significant assets under management demonstrates the firm's commitment to building a comprehensive digital wealth management platform that leverages technology to deliver personalized, proactive financial services to clients.