Meyers Wealth Management Group, a family-led advisory team serving primarily high-net-worth clients, has launched as an independent registered investment advisory firm in Wenatchee, Washington, affiliating with Osaic and transitioning from LPL Financial, with approximately $285 million in client assets.
Co-owners Tim and Mitch Meyers said the move was driven by a desire to define their own firm identity and gain greater autonomy, supported by Osaic’s technology, transition resources, and scalable infrastructure designed to help independent advisors operate efficiently and grow over the long term.
Osaic said the affiliation provides Meyers Wealth with access to its broader wealth management platform, dedicated transition assistance, and ongoing support intended to preserve service quality and the client experience as the firm establishes its independent presence.
KEY QUOTES
“Creating Meyers Wealth Management Group allows us to define our own path while continuing to put our clients first. Osaic stood out for its technology, transition support as well as the guidance we know they provide to advisors building independent firms, giving us confidence as we take this next step.”
Tim Meyers, Co-Owner, Meyers Wealth Management Group
“For us, independence is about more than ownership — it’s about building something meaningful for the future. As a second-generation advisor, I value the support and resources Osaic provides to help us grow sustainably while staying focused on our clients and community.”
Mitch Meyers, Co-Owner, Meyers Wealth Management Group
“Meyers Wealth represents exactly the kind of entrepreneurial, client-focused firm we are proud to support in serving their clients their way.”
John DiMonda, Co-Head of Advisor Engagement, Osaic
“Tim and Mitch are building an independent firm grounded in family values and long-term relationships, and we’re honored to partner with them as they launch this next chapter.”
Erinn Ford, Co-Head of Advisor Engagement, Osaic
