About

A More Excellent Way, Imagined Together

“And let us consider how we may spur one another on toward love and good deeds”  Heb 10:24 
  • Collaborate with a Community of Faithful Fiduciary Advisors
  • Expand your Practice’s Products, Services, and Planning Techniques
  • Incorporate the Resources and Wisdom of a Seasoned Team of Exclusive Experts who will know you by name
  • Build a Custom Investment Platform with Your Personal CIO
  • Leverage the Tools of an OCTO (Outsourced Chief Technology Officer)

Values that lead us

01

Think big

“Work as if working for the Lord” Col 3:23 is more than an exhortation; it is a calling that demands focus and reliance on Him that provided us our gifts and talents. 724 operates on the truth that through Him we can do “exceedingly abundantly beyond anything we can think or imagine” Eph 3:20

02

Exhibit Excellence

Daniel had an excellent spirit in him. Daniel 5:12 says that because of his excellent spirit, he was filled with interpretations, knowledge, and abilities beyond his natural self to “explain riddles and solve problems”. The demands on excellent wealth managers to efficiently scale in an increasingly complex market environment can sometimes feel insurmountable. 724 is a community upon which you can rely to operate with excellence while drawing from the ultimate source of knowledge and wisdom. Prov 2:6

03

Partners, not clients

We are called to “edify one another” in all that we do. Providing holistic, fiduciary advice is a hard job made even harder when you bear the load alone. 724 is dedicated to making your life easier and your value proposition stronger by sharing the yoke. market environment can sometimes feel insurmountable. 724 is a community upon which you can rely to operate with excellence while drawing from the ultimate source of knowledge and wisdom. Prov 2:6

04

Always be learning

“Wise men and women are always learning always listening for fresh insights.” Prov 18:15 Spurred by regulatory change, technology innovation, product invention, and investor expectations, the wealth management industry is morphing at an increasing pace. Tapping into a network of subject matter expertise allows you to leverage the right tools at the right time to outpace the competition.

Our team of Big Thinkers

Rob Dearman

founding partner

Rob has a proven history of leveraging innovative technical architectures to solve intricate financial services challenges. Specializing in areas such as registered investment advisory, broker-dealer business, banking, and the application of technology to financial services, Rob has become a trusted name in the industry. His expertise also extends to Cyber Security best practices, RIA M&A, RIA Networks, RIA Aggregators, FINRA/SEC/DOL regulation, electronic signature law, and Fiduciary Standards. Rob’s unique blend of technical acumen and industry know-how has propelled him to the forefront of financial innovation, enabling him to deliver cutting-edge solutions to clients and partners alike.

Clint Sorenson

founding partner

Clint Sorenson, CFA®, CMT®, has spent the past decade dedicated to advancing and enhancing the traditional investment landscape. With a distinct focus on innovative strategies, Clint has developed numerous proprietary quantitative methodologies that seamlessly blend behavioral, fundamental, and technical analysis for a comprehensive market perspective.

Clint’s industry expertise extends to his contributions to various platforms, such as Forbes, Seeking Alpha, and The Resilient Advisor Podcast. His recognition as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List attests to his influence and impact within the financial sector. Moreover, Clint has authored several index methodologies that are tracked by exchange-traded funds and can be accessed through direct indexing.

Clint’s forward-thinking approach and dedication to financial innovation have made him an esteemed figure in the industry, consistently delivering groundbreaking solutions for clients and partners.

Mike Childs

founding partner

Mike has extensive experience in many areas including investment and asset management, charitable gifting, estate planning, retirement planning, and employer sponsored retirement plans. His breadth of knowledge empowers both business and individual clients to look to him for comprehensive advice. As an independent financial advisor, Mike offers his clients objective, transparent solutions and works hard to help them achieve their financial goals.

Brands We Partner With

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