Affiliated Advisors, a leading OSJ with Osaic, announced today that Integrity Wealth Management has joined their firm.
NEW YORK, Nov. 2, 2023 /PRNewswire-PRWeb/ -- Founder and President, Jennifer Griffis, CFP®, APMA, recently founded Integrity Wealth Management and joining her is Financial Advisor Erin Bradley. The focus of Integrity Wealth Management is a continuation of the investment philosophy and highly personalized approach that has been the hallmark of Jennifer's two and a half decades of success. Supporting individuals with retirement planning, families with an emphasis on multi-generational transfer strategies, and legacy planning, are a part of the many facets of financial planning offered by Integrity Wealth Management.
"I felt strongly that Osaic and Affiliated Advisors can provide the services and expert support needed to grow our practice which focuses on providing a highly personalized client experience. Their flexible technology provides us with the ability to deliver the best client solutions from a broad array of independent options." Jennifer stated as drivers of her decision.
Her commitment to making a difference in people's lives extends far beyond caring for her clients; Jennifer has been an extraordinary leader in her community; donating her time, and expertise to a wide range of nonprofits for many years.
Affiliated Advisors provides a comprehensive suite of business management, compliance, technology, marketing, and investment advisory solutions and services, along with direct access to experienced professionals, skilled in helping advisors streamline their workflows. Additionally Affiliated Advisors is known for ease of transitions, as well as succession planning resources and acquisition opportunities.
In the last three years, more than 35 advisors have joined Affiliated Advisors, bringing the total to nearly 100, and has expanded its geographic footprint to become a national firm. To learn more about the Affiliated Advisors' difference, visit Affiliated Advisors.
About Affiliated Advisors
Founded nearly 30 years ago by industry veteran, Rita Robbins, Affiliated Advisors is a team of experienced and innovative industry experts with a passion and mission to help solo advisors and emerging teams build the practices of their dreams through a dedicated service and support platform. Affiliated Advisors' award-winning suite of marketing, technology, compliance, service, financial planning, practice management and succession planning resources is helping nearly 100 financial advisors grow and better manage their advisory businesses.
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Read the press release here: Newly Formed Integrity Wealth Management Selects Affiliated Advisors for Advisor Support Platform