Osaic – one of the largest providers of wealth management services – has brought in Kings Mill Wealth Advisors, a father-daughter team of Marvin Rauchbach (Chapel Hill, North Carolina) and Leigh Ritchey (Baltimore, Maryland) to the Osaic platform. Kings Mill brings over $280 million in total client assets to Osaic.
With over 50 years of combined experience, the multi-generational team joined Osaic to launch Kings Mill Wealth Advisors. Rauchbach and Ritchey serve a range of clients and advise them on retirement and estate planning, asset allocation and portfolio management, tax planning, cash flow analysis, and charitable giving.
KEY QUOTES:
“Osaic’s balance of hands-on support for best-in-class services and flexibility to build our business as we see fit made their platform the right choice for our independent practice. We pride ourselves on building trust and lasting relationships with our clients and it’s clear that Osaic will do that for our team. We found a partner in Osaic that understands our vision to build a firm that will serve clients for generations and has the resources we need to build that firm today.”
– Marvin Rauchbach
“Marvin and Leigh’s approach to wealth management is rooted in service and respect, making them a perfect addition to our advisor community. We are thrilled they chose Osaic as their partner so we can help them build their business in the Mid-Atlantic and Southeast. We look forward to supporting their success for years to come.”
– Kristen Kimmell, Executive Vice President Business Development, Osaic
