Pearce Financial is a multigenerational family business led by investment advisors Kevin and Trent Pearce, a father-and-son team, alongside planning assistants Julie and Kara Pearce, a mother-and-daughter team. Together, they serve individuals and families with a focus on building lasting relationships and supporting clients through many generations.

“Our family has built this business by putting relationships first and helping clients feel informed and confident about their financial decisions,” said Kevin Pearce, president at Pearce Financial. “Osaic gives us access to expanded technology, planning capabilities and operational resources that can help us continue evolving while remaining focused on the families we serve.”

Through its affiliation with Osaic, Pearce Financial will have access to an integrated wealth management platform, expanded financial planning resources and operational support designed to help the team streamline its business, deepen its client service capabilities and support its long-term growth.