John Furey

Principal & Founder

Principal, founder, and trusted consultant to leading advisory firms, John has a passion for making a difference. He is frequently asked by industry leaders and the media to deliver perspective on industry trends. In 2013, John was recognized as one of the 25 Most Influential People in Wealth Management (the IA25).

John frequently travels to meet with clients and speak at industry events. In the office, John spends his time collaborating with the brightest in the industry to improve services to financial advisors and doing what he really loves – helping owners advance their financial firms.

Although John lives in Arizona, he is originally from New York. He loves to travel with his wife, Julie, and his two sons. John’s personal passions include watching his sons play competitive soccer, playing golf when time permits, and tinkering with his favorite alternative investment – a wine collection. John plays an active role with the Men’s Art Council of Phoenix, Arizona State University Athletics, and various industry and local organizations.

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