We are passionate about improving the well-being of our clients, their families, and everyone in our communities. For over 20 years we have worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 24 offices and counting.
Empowered by technology. Inspired by equality. We are here to serve you beyond what’s expected in our current cities and across the country.
Location: United States, Illinois, Chicago
Employees: 51-200
Investors 1
| Date | Name | Website |
| 24.02.2022 | Parthenon ... | parthenonc... |
Mentions in press and media 3
| Date | Title | Description | Source |
| 16.11.2022 | Choreo to Partner with Cherry Bekaert and Acquire Cherry Bek... | Stake in Southeast-Based Wealth Management Business with Approximately $1 Billion in Assets Further ... | parthenonc... |
| 03.11.2022 | Choreo Announces Acquisition of Enso Wealth Management | California-based Wealth Manager with Approximately $1.8 Billion in Assets Expands Firm’s West Coast ... | parthenonc... |
| 22.02.2022 | Newly Independent Advisory Firm Choreo Announces the Closing... | CHICAGO – Choreo, LLC (“Choreo”), the business formerly known as RSM US Wealth Management LLC, final... | parthenonc... |