Ohio-based Teams
Overseeing $353 Million Join
Osaic
PHOENIX, June 24,
2024 /PRNewswire/ -- Osaic, Inc. ("Osaic"), one of
the nation's largest providers of wealth management services, today
announced the additions of Engler, Garrow & Roth, Ltd., a
financial planning and wealth management firm, and Hartmann•Bogan
Financial Planning, a certified Women's Business Enterprise and
financial planning firm. The Ohio-based firms join Osaic through
MarketShare Financial, a network-leading large enterprise OSJ, and
bring more than $353 million in total client assets to
the platform.
Engler, Garrow & Roth, Ltd., is led by partners John Engler, Matthew
Garrow, and Tim Roth and
supported by financial planner Karla
Stanton. Hartmann•Bogan Financial Planning is led by solo
advisor, Donna Bogan. Both teams
joined Osaic for its commitment to industry-leading wealth
management and financial planning platforms, practice management
development expertise, as well as succession and M&A
programs.
"We welcome the Engler, Garrow & Roth, Ltd., and
Hartmann•Bogan Financial Planning teams to Osaic and look forward
to ensuring a successful transition of business for the advisors
and their clients." said Kristen
Kimmell, Executive Vice President, Business Development at
Osaic.
Osaic's focus on the development of their digital investment
platforms and dedication to offering robust tools and resources to
financial professionals continues to lead the industry. Their
integrated wealth management platforms, practice management
planning tools, and succession and acquisition teams provide a wide
range of support at every stage of an advisor's practice.
"We are grateful to have found a partner in Osaic who can
support both our current priorities and planned growth for the
future, allowing us to better serve our clients with a
comprehensive suite of solutions tailored to their unique needs,"
added John Engler. "With Osaic's
demonstrated success in supporting acquisitions and succession
plans, we look forward to ensuring continuity for clients who need
it most."
"These talented teams are a strong complement to our growing
network of financial professionals. We look forward to partnering
with them and providing the necessary resources to further grow
their practices," said Jermaine Clemons, Managing Executive
& Vice President, MarketShare Financial.
About Osaic
Osaic, Inc. ("Osaic"), a portfolio
company of Reverence Capital Partners, is one of the nation's
largest providers of wealth management strategies, supporting
approximately 11,600 financial professionals. Our mission is to
support the strategic role that financial professionals can play in
the lives of their clients. Cultivating a spirit of
entrepreneurship and independence, Osaic champions the enduring
value of financial professionals. For more information, visit
www.osaic.com.
Securities and investment advisory services are offered through
the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA,
Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers,
registered investment advisers, and members of FINRA and SIPC.
Securities are offered through Securities America, Inc., American
Portfolios Financial Services, Inc., Osaic Services Inc., and
Ladenburg Thalmann & Co., broker-dealers and member of FINRA
and SIPC. Advisory services are offered through Arbor Point
Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg
Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and
Securities America Advisors, Inc., registered investment advisers.
Advisory programs offered by Osaic Wealth, Inc., Securities America
Advisors, Inc., and Triad Advisors, LLC., are sponsored by
VISION2020 Wealth Management Corp., an affiliated registered
investment adviser.
Media Inquiries
Kyndra Packard, Vice
President
MarketShare Financial
kpackard@osaicwealth.com
800.421.8260
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SOURCE Osaic