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DeVoe & Company is a goal-based consulting firm and investment bank focused exclusively on guiding wealth management companies to a higher level of success. The firm provides consulting, M&A and valuation services to help RIAs accelerate the achievement of their business goals.
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David DeVoe

Founder and CEO, DeVoe & Company

Award Category
Investment Banks / Lenders / Succession Planning
Initiative
Service Initiative
DeVoe CapitalWorks™ (DCW) is an innovative platform that helps RIAs find the capital/lending solution that best fits their needs and situation. RIAs increasingly seek capital to support succession, growth, and acquisitions. But a proliferation of vehicles has created a maze of options that some advisors are unaware of while others struggle to navigate. With DeVoe CapitalWorks, an advisor can receive a no-cost consultation and unbiased expert guidance. We use a 32-node decision tree to identify a client’s needs and characteristics and evaluate 30+ providers within five capital categories to determine the best fit. We make warm introductions to the optimal solution provider(s) and ensure that the client’s needs are met. We’ve done the research, so RIAs don’t need to do it on their own.
Resources
WHITE PAPER
It’s time for a Human Capital Revolution
It has never been more important for the RIA community to engage employees and highly capable future leaders. Over the next decade, the founders of RIA firms will increasingly transition out of their firms and next-gen leaders will take the reins. So, the question naturally emerges: Is the next generation of leaders ready to run the firm? The short answer is unfortunately: No. Read this informative whitepaper from RIA consulting firm DeVoe & Company to learn more.
EBOOK

DeVoe RIA Deal Book

Understanding the RIA M&A landscape is critical to any advisor contemplating a potential sale, merger, or acquisition. That’s why David DeVoe has been tracking M&A activity in our space for over 17 years. And why we seek to provide valuable perspective to the RIA community. The DeVoe RIA Deal Book™ is delivered quarterly to provide you with the most accurate read on what is happening, why it’s happening, and what is most likely to happen next.

VIDEO
DeVoe CapitalWorks
If you are seeking capital or loans to grow your firm or acquire another firm, learn more about how DeVoe CapitalWorks can help you. Our experts will match you to the providers that best fit your needs. Watch our video to learn more.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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