Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ copertina

Andrew Dunbar: The Ingredients for a ‘100-Year Firm’

Andrew Dunbar: The Ingredients for a ‘100-Year Firm’

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Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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