Press Releases
Stay up to date with the latest news and announcements from the Persium Group.
Persium Group Promotes Trey Prophater to Chief Revenue Officer
Trey Prophater has been promoted to Chief Revenue Officer (CRO) at Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services. In this expanded role, Prophater will lead the firm's revenue strategy and growth initiatives, ensuring alignment across sales, business development, and client engagement. Prophater has spent ...
Persium Group Names Will Bowen as Equity Partner
Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is pleased to announce that Will Bowen has been named an equity Partner of the firm. Bowen joined Persium in 2013 as a Financial Analyst and has grown steadily within the organization, earning a promotion to Senior ...
Persium Group Introduces Francie Payne as Retirement Plan Advisor
Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is pleased to formally introduce Francie Payne, who joined the firm as Retirement Plan Advisor late last year. In this role, she oversees servicing for the firm's retirement plan committee clients, focusing on favorable outcomes for plan ...
Persium Group Appoints Warren Yancey to Head of Marketing
Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is excited to welcome Warren Yancey as its new Head of Marketing. In this role, Yancey will lead the development and execution of the firm’s marketing strategy, with an emphasis on driving brand awareness and deepening engagement ...
Persium Group Announces Promotion of Stephen Griner to Chief Executive Officer
Persium Group, an advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is proud to announce the promotion of Stephen Griner to Chief Executive Officer, effective January 1, 2025. Griner succeeds Patrick Ungashick, who will remain with the company as Board Chairman. Mr. Griner has been with Persium Group ...
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.
At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.