Latest / Financial Planner Search

Family Office for the Rest of Us with Mikey Manghum | Financial Planner Search
In this episode of Financial Planner Search, Mikey Manghum, Vice President and Financial Advisor at Regent Private Wealth in Tulsa, Oklahoma, discusses bringing a family-office style of planning to households that aren't yet worth $30 million. Born in the UK to a professional basketball player father, Mikey stumbled into financial planning as a college freshman and built a practice around the conviction that the people who most need a coordinated team of advisors are the ones who haven't yet "arrived."Regent Private Wealth launched less than two years ago as a spin-off from a fast-growing…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.