Third year’s the charm: Quorum is three!
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 to merge your finances when you remarry: Mike Barry shares tips with Barron’s
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.
Build the best financial team
There are many areas of your finances that we can handle, from investment management to tax optimization and life insurance. But some things may require outside experts.
Happy Anniversary! We’re two
Here's what we’ve accomplished in the two years since we launched Quorum, and what we're looking forward to in year three. We couldn't do any of it without you!