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Compound Planning | Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions
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✕Compound Planning Eclipses 50 Total Advisors; Continues Momentum with Eight Latest Additions7 MIN READ23 JUN 2025FeaturedCompanyCompound Adds Former RIA, Northstar Financial Management, and Five More Advisors in Q2NEW YORK (Business Wire) - Compound Planning, a leading digital family office committed to reimagining wealth management for next-generation advisors, today announced eight financial advisors have joined the firm, including a three-person advisory team who previously managed their own $120 million RIA, Northstar Financial Management (“Northstar”).Based in Moscow, ID, Kaitlin Jones, Mark Mooring, and Charlotte Jones join as the Northstar Group at Compound Planning — bringing a diverse range of expertise, including financial planning, portfolio management, tax services, and trust and estate administration.Kaitlin Jones, CFP®, EA spent five years as a Wealth Management Associate at HRC Wealth Management before founding Northstar in 2017. Mark Mooring, CFP®, CIMA®, served as a p...
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