--- title: "Serving Families, Not Just Portfolios with Rob Hoxton" description: "The total value of assets under management (AUM) is often used to measure growth in wealth management, but Hoxton Planning & Management takes a different…" url: https://www.milemarker.co/podcast/serving-families-not-just-portfolios-with-rob-hoxton updated: 2025-02-18 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 81 · Feb 18, 2025 · 36 min # Serving Families, Not Just Portfolios with Rob Hoxton [**Rob Hoxton***Founder & Partner, Hoxton Planning & Management*](https://www.milemarker.co/podcast/guests/rob-hoxton) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode The total value of assets under management (AUM) is often used to measure growth in wealth management, but Hoxton Planning & Management takes a different approach. For them, true success is about impact, the number of families they serve and the difference they make in their lives. With a mission to help families find happiness through financial planning and resource management, Hoxton prioritizes meaningful, sustainable growth over chasing numbers. In this episode, Kyle Van Pelt talks with Rob Hoxton, Founder and Partner of Hoxton Planning & Management, and a 30-year veteran of the financial planning industry. They discuss how Hoxton has nearly doubled in size in the past two years, the role of organic growth and professional referrals, and serving families rather than just managing assets. Rob also talks about the impact of AI on financial planning and the key trends shaping the future of the RIA industry. In this episode: - \[00:00\] - Intro - \[02:01\] - Rob's money moment - \[04:12\] - Client stories - \[07:27\] - Building, selling, and buying back a firm - \[10:47\] - The growth of a family business - \[13:38\] - Growing a firm through YouTube and podcasts - \[16:27\] - Why Rob limits his social media reach - \[17:31\] - Rob's advice to anyone who wants to start a podcast - \[20:44\] - Behind the scenes of Hoxton's rapid growth - \[21:31\] - How Hoxton measures success - \[24:09\] - How to build meaningful relationships with Centers of Influence (COIs) - \[26:22\] - The trends that affect the future of financial planning - \[32:08\] - Rob’s Milemarker Minute **Key Takeaways** - Hoxton Planning & Management measures success by the number of families served, ensuring meaningful and sustainable growth. It prioritizes impact over AUM, aiming to serve 800 families in the coming years. - In addition to acquisitions, client referrals and strong relationships with a center of influence are primary growth drivers. - YouTube and podcasts are excellent platforms for reaching target markets. - Despite AI's potential to enhance efficiency, human connection oin financial advice will always be critical. **Quotes** "Our goal is to help families be happier through financial planning and resource management. That's our internal mission, and we're passionate about it." ~ Rob Hoxton "Chasing the dollar just makes me unhappy. I need something more meaningful than AUM or income." ~ Rob Hoxton "If we are serving 800 families profitably, the money will be there, and the opportunities for our team will be there. We will grow, and we'll make the difference." ~ Rob Hoxton **Links** - [Rob Hoxton on LinkedIn](https://www.linkedin.com/in/robhoxton/) - [Hoxton Planning & Management](https://hoxtonpm.com/) - [Nitrogen Wealth](https://nitrogenwealth.com/) - [United Capital Financial Advisors](https://unitedcapitalwealth.com/) - [Goldman Sachs](https://www.goldmansachs.com/) - [Vanguard](https://investor.vanguard.com/) - [Last Paycheck Podcast](https://podcasts.apple.com/us/podcast/last-paycheck/id1691282538) - [Traction](https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837) - [Dan Sullivan](https://www.linkedin.com/in/dansullivansc/) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) ## **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up ?iv\_load\_policy=3&rel=0&modestbranding=1&playsinline=1&autoplay=0&mute=1” data-thumbnail=“Medium Quality” frameborder=“0” allow=“presentation; fullscreen; accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture”> [Listen to this week’s episode.](https://open.spotify.com/episode/0JfA24SiQfMdx9fYcR7PeG?si=4b0008d13b1a44c5) ## Episode 081 On this week’s episode of The Connected Advisor, I speak with [Rob Hoxton](https://www.linkedin.com/in/robhoxton/), Founder and Partner of [Hoxton Planning & Management](https://hoxtonpm.com/), and a 30-year veteran of the financial planning industry. In this episode, we discuss how Hoxton has nearly doubled in size in the past two years, the role of organic growth and professional referrals, and serving families rather than just managing assets. Rob also talks about the impact of AI on financial planning and the key trends shaping the future of the RIA industry. #### **Key Takeaways** Hoxton Planning & Management measures success by the number of families served, ensuring meaningful and sustainable growth. It prioritizes impact over AUM, aiming to serve 800 families in the coming years. In addition to acquisitions, client referrals and strong relationships with a center of influence are primary growth drivers. YouTube and podcasts are excellent platforms for reaching target markets. Despite AI’s potential to enhance efficiency, human connection in financial advice will always be critical. #### **Quotes** “Our goal is to help families be happier through financial planning and resource management. That’s our internal mission, and we’re passionate about it.” ~ [Rob Hoxton](https://www.linkedin.com/in/robhoxton/) “Chasing the dollar just makes me unhappy. I need something more meaningful than AUM or income.” ~ [Rob Hoxton](https://www.linkedin.com/in/robhoxton/) “If we are serving 800 families profitably, the money will be there, and the opportunities for our team will be there. We will grow, and we’ll make the difference.” ~ [Rob Hoxton](https://www.linkedin.com/in/robhoxton/) #### **Links** [Rob Hoxton on LinkedIn](https://www.linkedin.com/in/robhoxton/) [Hoxton Planning & Management](https://hoxtonpm.com/) [Nitrogen Wealth](https://nitrogenwealth.com/) [United Capital Financial Advisors](https://unitedcapitalwealth.com/) [Goldman Sachs](https://www.goldmansachs.com/) [Vanguard](https://investor.vanguard.com/) [Last Paycheck Podcast](https://podcasts.apple.com/us/podcast/last-paycheck/id1691282538) [Traction](https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837) [Dan Sullivan](https://www.linkedin.com/in/dansullivansc/) #### **Connect with our hosts** [Milemarker.co](https://www.milemarker.co/) [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) #### **Subscribe and stay in touch** [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) [YouTube](https://youtu.be/1L1JIbcmDfk) **While there, please don’t forget to Download, Like, and Subscribe.** If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). Kyle Van Pelt [**Rob Hoxton***Founder & Partner, Hoxton Planning & Management*](https://www.milemarker.co/podcast/guests/rob-hoxton) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. 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