Who We Are Candlewood Advisory Partners, LLC (Candlewood) is a third party marketing business co-founded by Stacy Havener and Jake Mortell in January 2007. At Candlewood, we understand the challenges investment managers face in their sales and marketing efforts to RIAs. Recognizing that sales and marketing resources should be allocated according to the potential for return, we believe there is a time to build, a time to outsource, and a time to internalize your sales efforts. We help investment managers assess their place in that spectrum and execute a strategy that is appropriate to their maturation stage and resources, raising assets every step along the way.

We have a track record of success and a process for repeating it.

Click here for Stacy Havener's Bio

Click here for Jake Mortell's Bio