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Hargrove wins Best Innovation in Financial Planning at the 2026 Datos Impact Awards for making attorney-led estate planning part of the financial plan.
Estately advisors now have a direct path to Hargrove attorneys
The offering gives wealth management firms an easier way to connect clients with attorneys for LLC formation, governance and advanced business structures
David Haughton, J.D., CPWA®, joins Hargrove as Vice President of Engagement
Company unifies all Hargrove Firm support operations under a single brand.