Freehold Wealth Management has joined Osaic’s network, bringing approximately $576 million in client assets to one of the largest wealth management platforms in the United States.
The family-led firm is headquartered in Landrum, South Carolina, and was previously affiliated with Stifel Independent Advisors. Freehold is led by President Cynthia “Cindy” Boyle, John Boyle, and Managing Partner Mary Steele.
The practice has developed from a husband-and-wife advisory business into a multigenerational wealth management firm that now includes Steele, the Boyles’ daughter. Freehold has also expanded geographically through financial professionals serving clients in Wisconsin, Michigan, and North Carolina.
Freehold provides wealth management services with a particular focus on estate and trust planning. The firm said it selected Osaic because of the platform’s combination of scale, personalized support, succession-planning capabilities, and advisor community.
The relationship also gives Freehold access to the curated asset management capabilities and research resources of Ladenburg Thalmann Asset Management, along with Osaic’s broader technology, consulting, wealth management, and practice-management infrastructure.
Freehold initially affiliated with Osaic in April 2026. Additional financial professionals Shelley Strobel-Erhardt, James Thornton, Mark Bloomer, Michael Wiseman, and Jerry Pyles subsequently joined the firm.
The move is designed to support Freehold’s continued expansion while helping the family-led practice build a succession framework that can serve clients across multiple generations.
Osaic supports more than 10,000 financial professionals and provides independent advisors with technology, business consulting, wealth management resources, and succession-planning services.
The Freehold affiliation follows several other wealth management firms that have recently joined Osaic, including Pearce Financial, Signature Private Wealth Management, and Neville & Associates.
Osaic is a portfolio company of Reverence Capital Partners and provides independent financial professionals with the infrastructure and resources to operate and grow their practices.
KEY QUOTES:
“Freehold Wealth Management has always been built around family, trusted relationships and helping clients plan thoughtfully for the future. Osaic offers the scale and depth of resources we were seeking while preserving the close-knit, entrepreneurial environment that is central to our culture.”
Cynthia “Cindy” Boyle, President Of Freehold Wealth Management
“I’m focused on building our family business into a firm that can serve clients and their families for decades to come. Osaic’s community, succession-planning capabilities and broad wealth management resources give us a strong foundation for that next chapter. We’re excited to collaborate with and work in a community that understands both where we have come from and where we want to go.”
Mary Steele, Managing Partner Of Freehold Wealth Management
“Freehold Wealth Management represents the type of entrepreneurial, client-focused firm that thrives at Osaic. I’ve had the pleasure of getting to know Mary over the past several years through our work together on the Financial Services Institute Board, and I’ve long admired her leadership, dedication to the profession and commitment to serving clients. I’m thrilled to welcome Mary, Cindy, John and the broader Freehold team to Osaic. They built a meaningful multigenerational business grounded in personal service and long-term relationships, and we are proud to support their continued growth across the communities they serve.”
Shannon Reid, President Of Osaic And Head Of Advisor Growth And Engagement
