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Brandon W
CFP®, Series 65, Series 63
Morrison, CO
Compound Planning, Inc.
Brandon Wyand is a CFP® with 11 years of industry experience, currently working at Compound Planning, Inc. He has held roles at firms including Savvy, ARQ Wealth Advisors, Personal Capital, and The Vanguard Group. Outside of financial advising, he previously worked for Hartford Hill Winery. Compound Planning, Inc. serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program. The firm employs customized, risk-based model allocations using a variety of investment strategies and partners with third-party technology and sub-advisors to enhance its offerings.
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