Anne Shumadine, one of three founders and now chairman of the board of Signature Financial Management, has successfully courted an exclusive client base that receives an enviable level of service through a 5-1 client-to-staff ratio. Founded in 1994 as an independent, fee-only family office and wealth advisory firm, its 29 employees manage over $2 billion in assets for 150 clients.
An attorney herself, Shumadine's firm includes five other attorneys, one CPA and several CFPs and CFAs. Six employees share ownership with plans to broaden this number.
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