Ameriprise Financial announced that Fair Oaks Wealth Management, a financial advisory practice managing more than $140 million in client assets, has joined its independent advisor channel from Edward Jones.
The practice, based in York, Pennsylvania, is led by financial advisor Bob Halbert and includes financial planning specialist Deborah Purpora and office manager and marketing coordinator Bonnie Dietz. The team provides comprehensive financial advice to individuals and families, focusing on long-term planning and generational wealth strategies.
The move reflects Ameriprise’s continued momentum in attracting experienced advisory teams seeking greater flexibility, expanded planning capabilities, and enhanced client experience tools. The firm’s independent channel is designed to support advisors in building personalized practices while leveraging centralized resources, technology, and investment solutions.
Fair Oaks Wealth Management cited the ability to deliver more customized financial plans, scale operations, and strengthen client relationships as key drivers behind the transition. The team also highlighted the opportunity to further develop its brand and enhance its service model through Ameriprise’s platform.
Ameriprise Financial, which has more than 10,000 advisors nationwide, continues to expand its advisor network, with approximately 1,700 advisors joining the firm over the past five years. The company positions its independent channel as a platform for advisors to grow their businesses while maintaining a client-centric approach.
KEY QUOTES:
“With the transition to Ameriprise, we’re able to truly build a distinctive personal brand and client experience that reflects who we are and how we serve. We’re now able to deliver more thoughtful, customized financial plans, supported by expanded planning capabilities and a culture that values personalization. With Ameriprise, it feels like the sky’s the limit.”
“The ability to scale my practice in a meaningful way was incredibly important. As we grow, I’m excited about the career development opportunities this creates for our team, giving each member the chance to pursue the areas they’re most passionate about. That flexibility empowers us to innovate, elevate our client experience, and ultimately make a positive difference for everyone connected to our practice.”
“In simple terms, we’re now able to do more for our clients. It’s our responsibility to listen, learn and develop plans that reflect each client’s unique goals. Now, with the expanded capabilities, resources and support of Ameriprise, we’re better able to meet clients where they are and help them achieve what matters most, both today and for generations to come.”
Bob Halbert, Financial Advisor, Fair Oaks Wealth Management
