Missouri-based advisors bring more than 60 years of combined experience helping clients achieve financial independence
SCOTTSDALE, Ariz.–(BUSINESS WIRE)–#EmpoweredIndependence—Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced today that financial advisors Michael Murray and Brian Fruend have launched a new independent firm, F & M Investment Partners through Osaic. Based in the greater St. Louis area, the advisors oversee approximately $232 million in client assets.
With more than 60 years of combined experience guiding individuals and families through key financial milestones, Murray and Fruend sought a wealth management partner that could deliver institutional-scale resources while preserving the personalized service and flexibility of an independent firm.
“Osaic has the tools and support we need to deliver more comprehensive wealth management solutions for our clients,” said Fruend, partner and investment executive at F & M Investment Partners. “With access to expanded resources and a collaborative team, we’re confident Osaic will help us continue to grow our business while staying focused on what matters most—our clients.”
Through Osaic’s open-architecture platform and robust wealth management capabilities, F & M Investment Partners obtains the scale and operational support needed to spend more time serving clients, building lasting legacies and helping families work toward long-term financial independence.
“It’s a privilege to support a firm that places such a strong emphasis on client service and long-term relationships,” said Kristen Kimmell, executive vice president of business development at Osaic. “With Osaic’s partnership and power of the platform, Michael and Brian have the flexibility to grow their business and the resources to more effectively meet the evolving needs of their clients.”
F & M Investment Partners is among a growing list of advisors turning to Osaic to launch independent wealth management firms. Other additions include Oakfield Wealth Management Group, Sanders Wealth Management and Soundview Financial Group.
To learn more about Osaic, please visit Osaic.com.
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 over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
Contacts
MEDIA CONTACT:
[email protected]
Tommy Warburton
347-400-3483
[email protected]
Rob Farmer
415-377-3293
[email protected]
