Advisor of the Year, Jacky L. Petit-Homme, CFP®

" A first-generation son of Haitian immigrants, Petit-Homme took a leap in 2021 when he left a stable career at Merrill Lynch to co-found a wealth management firm in Philadelphia with two partners. In that short period, his firm has grown to serve roughly 120 households with about $75 million in AUM. He tells clients that his goal is to be the “CFO of their family,” and is dedicated to making financial literacy more accessible — which is the mission of a nonprofit he hopes to launch in 2023."

Congratulations to our partner, Jacky L Petit-Homme, CFP® on being named Advisor of the Year by RIA Intel!