by Johnrod _178818 | Aug 10, 2026 | Media
By Robert Milligan Jr., Founding Partner, 1792 Wealth Advisors Most advisors don’t spend much time thinking about a Plan B until they need one. The reality is that many of the advisors I speak with aren’t making a move because something catastrophic...
by Johnrod _178818 | Jan 18, 2026 | Media
When I think about the most meaningful moments in my career, they rarely involve market performance or portfolio rebalancing. They’re about connection. We provide strategies that are designed to help achieve their goals based on each individual’s specific...
by Johnrod _178818 | Sep 23, 2025 | Media
Partnered Independence: A Smarter Path to Freedom If you’re a wirehouse advisor contemplating the leap to independence, you’re not alone—and you’re not without options. In 2017, after years of navigating the structure and support (and yes, the...
by Johnrod _178818 | Aug 27, 2024 | Media
Building a Thriving Financial Advisory Practice: Why Enterprise Value Matters Understanding Enterprise Value vs. Equity Just take a look at the trade papers and you’ll see there’s a lot of transactions happening in the market, some at higher multiples – but...
by Johnrod _178818 | Oct 11, 2023 | Media
Q&A with Robert Milligan Jr. – Managing Partner, 1792 Wealth Advisors AdvisorHub’s Publisher & CEO — Tony Sirianni — asked executives from top firms their thoughts on the wealth management industry. Here is how Bob Milligan, Founder & Managing...