Mary Ballin, Beth Bosworth, Eric Jardine, Doug Wheat Latest Advisors to Complete Path to Partnership Program at Advisor-Owned Firm
SAN FRANCISCO, April 10, 2025 /PRNewswire/ — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 20241, announced four advisors have completed the firm’s Path to Partnership Program designed to reinforce the firm’s advisor-led, advisor-owned philosophy and structure.
“The Path to Partnership Program was launched to identify passionate and dedicated Perigon advisors who embodied the culture and spirit of the firm and allow them to earn an ownership stake in Perigon over time,” said Perigon CEO Arthur Ambarik. “Perigon’s strength lies in its advisors, the technology and investment support we provide and the flexibility to grow and succeed.”
This program was developed to allow advisors an avenue to earn a partnership stake in the firm. The Path to Partnership is a multi-week program to grant certain 1099 advisors the opportunity to have an ownership stake in the firm.
Perigon’s newest partners are:
- Mary Ballin, a Wealth Advisor who opened Perigon’s East Bay office, has over 20 years of industry experience and holds both a CFP® designation and a Certified Divorce Financial Analyst® designation. She leads a team of women who help other women going through major life transitions including divorce or the death of a spouse. Ballin joined Perigon in 2020.
- Beth Bosworth, a Wealth Advisor who also oversees Perigon’s financial planning endeavors. She is part of the Atlanta office, a CFP® and has more than 15 years of wealth management experience. Bosworth joined Perigon in 2021.
- Eric Jardine, a Wealth Advisor / Operations in Perigon’s Bay Area office who brings more than 20 years of investment and technology experience to his role. Jardine manages portfolios and has implemented reporting, planning and CRM systems to inform advisors of strategic decisions to support their growth.
- Doug Wheat, a Wealth Advisor in Perigon’s Massachusetts office who joined the firm in 2024. Wheat has more than 15 years of wealth management experience including experience with impact investing.
Ballin added, “Perigon provides each advisor a lot of autonomy to drive individualized success, along with the support needed to be successful. We don’t just talk about growth — we make it happen. The firm’s Path to Partnership program is just one way Perigon turns ambition into opportunity.”
Perigon is an advisor-led firm that has added teams and offices across six major markets since December 2021. In January, the firm welcomed Constellation Wealth Capital as a strategic investor. Perigon was named one of Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and included on the 2024 Forbes Top RIA list.2
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $8.7 billion in client assets as of Dec. 31, 2024, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
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1Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit www.perigonwealth.com or the Security and Exchange Commission’s (“SEC’s”) website at www.adviserinfo.sec.gov and search with Perigon’s CRD# 131037.
2Learn more about Financial Advisor Magazine’s Top 50 Fastest Growing RIAs at https://www.fa-mag.com/userfiles/00000000002023_IMAGES_ALL/FA_ISSUES_2023/06_FA_JULYAUG_2023/2023_RIA_Ranking_Online0810.pdf and Forbes” Top RIA ranking methodology at https://www.forbes.com/sites/rjshook/2024/10/08/methodology-americas-top-ria-firms-2024/#:~:text=The%20Forbes%20ranking%20of%20America’s,diligence%20interviews%2C%20and%20quantitative%20data.
SOURCE Perigon Wealth Management