The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Meyers Wealth Management Group, Osaic
Tim and Mitch Meyers have launched Meyers Wealth Management Group a new independent registered investment advisory firm in Wenatchee, Washington, in affiliation with Osaic, a US provider of wealth management strategies. They are transitioning from LPL Financial, with approximately $285 million in client assets.

A family-led business, Meyers Wealth serves primarily high net worth clients through a predominantly fee-based model, the firm said in a statement. The launch reflects the Meyers team’s commitment to building an independent firm identity while maintaining relationships within their local community.

“Creating Meyers Wealth Management Group allows us to define our own path while continuing to put our clients first,” said Tim Meyers, co-owner, along with  Mitch Meyer, of Meyers Wealth Management Group. “Osaic stood out for its technology, transition support as well as the guidance we know they provide to advisors building independent firms, giving us confidence as we take this next step.”

The firm’s move to Osaic was driven by a desire for greater autonomy, modern technology and hands-on support throughout the transition. Osaic’s platform enables the Meyers team to operate independently while using scalable infrastructure designed to enhance efficiency and long-term growth.

By affiliating with Osaic, Meyers Wealth gains access to a wealth management platform, dedicated transition assistance and ongoing support designed to help advisors establish and grow independent businesses without sacrificing service quality or client experience.