Steve Garmhausen

Austin

Wealth Management Writer at Freelance

Wealth management writer

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Articles

Why $5 Billion-Asset Crescent Grove Isn’t Interested in M&A

1 week ago | barrons.com | Steve Garmhausen

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
How Financial Advisors Help Clients Make Big Moves, Prep Their Kids for Success, and More

1 week ago | barrons.com | Steve Garmhausen

Each week, the Barron’s Advisor Big Q asks pros in the wealth management industry to weigh in on a specific question. The questions can relate to investing, planning, running a business, or anything else related to advisors’ daily work. For this week’s Big Q, we decided to mix it up, posing different questions to four separate advisors. This gave our interviewees a chance to talk about everything from switching custodians to playing cello for clients.
Michael Nathanson: Inside Focus Financial’s Hub Strategy

1 week ago | barrons.com | Steve Garmhausen

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
It’s a Tough Job Market for College Grads. Here’s Some Advice.

2 weeks ago | barrons.com | Steve Garmhausen

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Wealth Management Teams Are Getting Bigger. The Best Ones Are Also Getting Better.

3 weeks ago | barrons.com | Steve Garmhausen

Wealth Management Teams Are Getting Bigger. The Best Ones Are Also Getting Better. Large financial advisor teams often can offer more services and investment strategies than their smaller peers. But sometimes being too big can backfire.
These Advisors Offer the Best of Both Worlds: Independence With Big Bank Resources

3 weeks ago | barrons.com | Steve Garmhausen

These Advisors Offer the Best of Both Worlds: Independence With Big Bank ResourcesLongtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way. When Paul Carlson and Thomas Fautrel left the world of Wall Street brokerage firms to form Seventy2 Capital Wealth Management, they intended to form a two-advisor business.
Independence With Big Bank Resources

4 weeks ago | finance.yahoo.com | Steve Garmhausen

Longtime Wall Street financial advisors Paul Carlson and Thomas Fautrel formed a private firm eight years ago just to serve their own clients. It didn’t stay that way.
Juggling Motherhood and a Career: How 5 Financial Advisors Strike the Balance

1 month ago | barrons.com | Steve Garmhausen

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
Trump Tariffs Have Shaken Up Markets. How Money Pros Are Playing Bonds Now.

1 month ago | barrons.com | Steve Garmhausen

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and would like access to the Barron's Advisor experience, please provide the information below. If you're not a wealth management professional, you can find other great financial content at barrons.com. If you have any questions, please contact us at [email protected].
How Becoming a Widow at 35 Influenced This Advisor’s Approach to Helping Women

1 month ago | advisorstream.com | Steve Garmhausen |Ron Phillips

By Steve Garmhausen May 2, 2025 It’s a big mistake to think of women as a niche wealth management market, says Kara Duckworth. “Women are not a niche—they are more than half of the population—but they have some needs that may be different,” says Duckworth, who is managing director of client experience at $69 billion-asset Mercer Advisors, in Denver, which was .