The addition brings the firm’s total recruited advisory and brokerage client assets to more than $600 million.

USWM, which began the year with approximately $350 million of recruited advisory and brokerage client assets, expects to exceed $1 billion in total recruited advisory and brokerage client assets by this time next year.

Founded in 1963 and headquartered in Bethesda, Maryland, Equity Planning is led by veteran wealth manager Marc Schliefer, and advises on approximately $250 million in advisory and brokerage client assets. The practice offers fee and commission-based services to a diverse client base spanning multiple industries, and encompasses eight staff members in total.

The advisory team in Lehigh Valley, Pennsylvania is led by advisors Benjamin Haas and Christopher Sabosik. Haas and Sabosik specialize in providing customized, in-depth financial planning and wealth management solutions to retirees, pre-retirees and other individual investors in Pennsylvania and nationwide. The team offers both fee and commission-based services, and advises on approximately $60 million in combined advisory and brokerage client assets.

Haas and Sabosik’s practice will operate under the US Wealth Management brand.

Equity Planning and the Lehigh Valley team will utilize LPL Financial, the broker-dealer for US Wealth Management for all commission-based securities activities. For all fee-based activities, both teams will work under U.S. Financial Advisors.

LPL Financial provided onsite transition assistance to both advisory teams. Most of the two teams’ RIA assets will be custodied with LPL Financial, although USWM maintains partnerships with major custodians throughout the financial services industry.