Perennial Financial Services today announced that Mike Russell, CFP®, has joined the firm’s hybrid RIA platform from Edward Jones, where he served approximately $640 million in advisory, brokerage, and retirement plan assets.*
Russell joins Perennial following an extensive evaluation of firms across the industry. His decision was driven by a focus on culture, platform capabilities, and aligning with a firm that prioritizes both advisor independence and client outcomes.
He brings a distinguished career centered on helping families grow and preserve their wealth with purpose. Clients and colleagues consistently describe Russell as disciplined, strategic, and deeply committed to long term relationships.
“My first priority has always been to deliver the best possible outcomes for my clients,” said Russell. “Perennial provides the flexibility, resources, and technology to enhance that experience, while surrounding me with a team that shares the same commitment to excellence.”
Betty Chin, Chief Growth Officer at Perennial Financial Services, highlighted Russell’s alignment with the firm’s values.
“Having worked with Mike previously, I knew he embodied the qualities we look for in an advisor,” said Chin. “We are intentional about who we partner with, and Mike’s integrity, leadership, and client-first mindset make him a natural fit.”
John B. Petrick, Senior Managing Director at Perennial Financial Services, added, “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.”
Russell’s approach is rooted in understanding each client’s goals and aligning strategies to help them pursue long-term success. He focuses on building lasting relationships through thoughtful planning, clear communication, and disciplined execution.
“We don’t just manage money, we help clients move forward with confidence,” Russell said. “That starts with listening, understanding their objectives, and building a plan they believe in.”
Outside of his professional work, Russell is active in his community through his involvement with Kiwanis and his support of the Woodland Healthcare Foundation.
*Assets are approximate and as reported by the advisor prior to joining Perennial Financial Services.
About Perennial Financial Services
Perennial Financial Services is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 2004, Perennial Financial Services offers a turnkey platform for transitioning advisors pursuing independence without the burden of running the day-to-day operations, compliance and oversight associated with owning and operating an Registered Investment Advisor. For more information, please visit www.gohybridria.com. Advisors associated with Perennial Financial Services are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC, and may be either investment advisor representatives of (1) LPL Financial, a registered investment advisor; or (2) Perennial Investment Advisors, LLC. a registered investment advisor. Perennial Investment Advisors are separate entities from LPL Financial.
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