Ever Wealth's recent affiliation with Osaic through Affiliated Advisors has been featured in InvestmentNews, highlighting how the $170 million AUM advisory team made their strategic transition.
The article, "Osaic network expands with $170M AUM trio of advisors in Indiana", details how founding partners Nick Scheumann, Mark VandeVelde, and Andy Smith made the decision to launch their independent brand after previously operating as the Auburn, Indiana branch of Oak Partners under LPL Financial.
"We were looking for a partner that could match our ambition and our commitment to excellence while still maintaining a strong sense of flexibility and choice," Smith told InvestmentNews. The piece explores how Osaic's technology infrastructure, product offerings, and support systems aligned with Ever Wealth's vision for growth.
The InvestmentNews coverage also examines Affiliated Advisors' continued expansion under the leadership of industry veteran Rita Robbins. With over $5 billion in assets under management and support for more than 100 advisors, Affiliated Advisors has established itself as one of the faster-growing platforms within Osaic.
For the complete story on Ever Wealth's transition and their strategic partnership with Osaic, read the full article at InvestmentNews. Interest in learning more about Affiliated Advisors? Contact our team.