Perennial Financial Services announced that Mike Russell, CFP, has joined the firm’s hybrid RIA platform from Edward Jones, where he oversaw approximately $640 million in advisory, brokerage, and retirement plan assets.
Russell joined Perennial after conducting an extensive review of firms across the wealth management industry. According to the company, his decision was influenced by the firm’s culture, platform capabilities, and commitment to supporting advisor independence while delivering strong client outcomes.
Russell has built his career around helping families grow, preserve, and transfer wealth through long-term planning and relationship-driven advice. Perennial noted that he is known by clients and colleagues for his disciplined approach, strategic thinking, and dedication to serving clients over the long term.
Betty Chin, Chief Growth Officer at Perennial Financial Services, said Russell’s values and professional approach align closely with the firm’s culture and advisor community.
John B. Petrick, Senior Managing Director at Perennial Financial Services, added that Russell exemplifies the type of advisor the firm’s platform is built to support, citing his track record, professionalism, and commitment to client service.
Russell’s advisory philosophy centers on understanding clients’ goals and developing customized strategies designed to support long-term financial success. He emphasizes relationship building through thoughtful planning, transparent communication, and disciplined execution.
Outside of his advisory practice, Russell is active in his local community through his involvement with Kiwanis and his support of the Woodland Healthcare Foundation.
KEY QUOTES:
“My first priority has always been to deliver the best possible outcomes for my clients. Perennial provides the flexibility, resources, and technology to enhance that experience, while surrounding me with a team that shares the same commitment to excellence.
We don’t just manage money, we help clients move forward with confidence. That starts with listening, understanding their objectives, and building a plan they believe in.”
Mike Russell, CFP
“Having worked with Mike previously, I knew he embodied the qualities we look for in an advisor. We are intentional about who we partner with, and Mike’s integrity, leadership, and client-first mindset make him a natural fit.”
Betty Chin, Chief Growth Officer, Perennial Financial Services
“Mike represents the caliber of advisor our platform is designed to support. His track record, professionalism, and commitment to his clients make him strongly aligned culturally with who we are as a firm. We are excited to welcome him to our family of advisors.”
John B. Petrick, Senior Managing Director, Perennial Financial Services
