What’s In My Model Portfolio: Adero Partners
Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group. The firm has since grown into a $3.8 billion registered investment advisor, with over 50 employees and offices in Palo Alto and Walnut Creek, Calif., as well as Portland, Ore.
In 2018, Adero became part of the Focus Financial Partners network. And in 2019, Focus facilitated the Vista’s sub-acquisition of Hines & Warner Wealth Management, which was founded in 2007 by Earl Hines and Greg Warner.
Warner now serves as chief investment officer for the combined firm, which rebranded as Adero a couple of years ago.
WealthManagement.com recently spoke to Warner about how the firm…
