Fayetteville, AR Office

Team
Updated today
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&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

556

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

212 N. Church Ave.

Fayetteville AR 72701

Advisors at this office

8

Advisors at this office

user avatar

Molly S

Series 63, Series 65

Fayetteville, AR

&PARTNERS

Molly Saxon is a financial advisor at &Partners with 25 years of industry experience. She previously worked at Wells Fargo Clearing for three years and Stephens Inc for nineteen years. Outside of her advisory role, she serves as treasurer for the Ozark Society Highlands Chapter, where she manages reports and reconciles bank statements. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a variety of analysis methods and both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Megan V

Series 66

Fayetteville, AR

&PARTNERS

Megan Varoz is a financial advisor at &PARTNERS with 14 years of industry experience and holds a Series 66 designation. She has worked at Wells Fargo Clearing, Stephens Inc., and Raymond James Financial Services Advisors among other firms. Outside of her advisory role, she contributes to a family-owned farm, performing administrative and farm work without compensation. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and consulting services, utilizing a mix of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Max M

CFP®, Series 66

Fayetteville, AR

&PARTNERS

Max Mahler is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC., where he spent a combined 13 years. Outside of his advisory role, he manages 1828 Capital LLC, an operating company for local business expenses. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and regular account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Mark G

Series 63, Series 65

Fayetteville, AR

&PARTNERS

Mark Gilbert is a financial advisor with &Partners, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member of the Summersby Homeowners Association in Fayetteville, Arkansas. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Matthew B

Series 66

Fayetteville, AR

&PARTNERS

Matthew Bruton is a financial advisor at &PARTNERS with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, providing investment management, financial and tax planning, and ERISA consulting. The firm utilizes a variety of investment strategies through discretionary and non-discretionary management, supported by both proprietary and third-party platforms.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Edward P

CFP®, Series 66

Fayetteville, AR

&PARTNERS

Edward Prewitt is a CFP® with 25 years of industry experience, currently serving at &Partners since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 15 years across those firms. Outside of his advisory role, Prewitt is a co-founder of 1828 Capital LLC and participates on the advisory committee for a local juvenile judge campaign. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm combines fundamental, technical, and quantitative methods with proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Christopher B

Series 66

Fayetteville, AR

&PARTNERS

Christopher Boushelle is a financial advisor at &PARTNERS with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolios, supported by both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Ruth M

Series 63, Series 65, Series 66

Fayetteville, AR

&PARTNERS

Ruth Miller is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she is involved in a bookkeeping business unrelated to investment activities. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis along with third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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