Firm news – Quorum Private Wealth

Four years in the books

December 8, 2025

Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far and get excited about where we’re headed. This year, our update is

The traditional four-year anniversary gift is fruit, and we’re starting to see the fruits of our labors pay off in a real way.

Do independent wealth advisors have an edge on big firms?

September 16, 2025

Mike Barry explains what went into the founding partner’s decision to break away from the large Wall Street firm where they built their careers.

Four years in business: What we learned

September 16, 2025

Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what’s next.

4 life insurance tips

May 8, 2025

At Quorum Private Wealth, we don’t sell life insurance, but we do help clients evaluate how their policies fit into their broader financial plans.

What drives our Quorum?

May 8, 2025

You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.

Third year’s the charm: Quorum is three!

June 24, 2024

They say the third time’s the charm, and while we can’t say year three is better than years one or two, our third year in business has been charming

They say the third time’s the charm, and while we can’t say year three is better than years one or two, our third year in business has been charming indeed.

How Wall Street beat a recession: Quorum featured in The Hill

January 11, 2024

While it’s debatable just how much politics affect the stock market and economy, politicians care quite a bit about what happens with both. As we head into an election year,

Co-founder Kelly Milligan on why (and how) the stock market beat the odds in 2023 as investors and politicians alike gear up for elections in 2024.

Tax planning at Quorum Private Wealth

December 19, 2023

Good tax planning often takes multiple people. That’s part of what makes our approach to tax planning at Quorum unique. Sue Mazzetti explains.

How to merge your finances when you remarry: Mike Barry shares tips with Barron’s

December 7, 2023

Remarrying and combining your family with someone else’s can be complicated. It’s normal for emotions to run high. Beyond adjusting to new family dynamics, blending two families together can create

Quorum Managing Partner Mike Barry shared tips for how to successful blend family finances, from the day-to-day to estate planning, with Barron’s.

Quorum named to Forbes’ top RIA firms and Wealth Advisor best-in-state rankings

December 1, 2023

This news release, featured in Yahoo! Finance, details a range of accolades for Quorum Private Wealth in 2023. Among them: Sanctuary Wealth’s Partner Firm of the Year. Sanctuary Cares Award,

We’re thrilled to share we were named Sanctuary Wealth’s Partner Firm of the Year and were recognized by several leading publications as a top wealth management firm.