Osaic announced that financial advisor Eric Westall joined the firm through its office of supervisory jurisdiction, Innovative Financial Group, bringing more than $250 million in client assets.
Westall is based in Chesterfield, Missouri, and transitioned from Stifel Independent Advisors. He focuses on serving high-net-worth individuals and business owners through personalized wealth management, advanced planning, and long-term financial advisory strategies.
According to Osaic, Westall selected Innovative Financial Group and Osaic to gain access to expanded planning capabilities, advanced technology infrastructure, and a collaborative advisor network designed to support independent advisory business growth.
The company said Westall’s move reflects continued momentum in attracting next-generation advisors seeking flexible operating models combined with enterprise-scale support resources.
Innovative Financial Group founder and CEO Brian Heapps said the organization plans to support Westall’s continued expansion as an independent advisor while maintaining high-touch client relationships.
Osaic also noted that Westall is the second advisor to join the firm through Innovative Financial Group within the past two months, following the earlier addition of The Finance Couple, a South Carolina-based advisory firm that transitioned from LPL Financial.
Osaic supports more than 10,000 financial professionals and operates as a portfolio company of Reverence Capital Partners.
KEY QUOTES:
“I’m excited to join Osaic and Innovative Financial Group because of the culture, resources and commitment to supporting advisors in building meaningful, independent businesses. The combination of a large, well-resourced firm with a boutique feel allows me to deepen the planning capabilities I offer clients while continuing to grow my practice in a thoughtful and sustainable way.”
Eric Westall, Financial Advisor
“Eric represents the kind of advisor we are proud to partner with—entrepreneurial, client-focused and committed to continuous growth. We’re excited to welcome him to the IFG community and support his vision as he continues to build a strong, independent business that delivers meaningful value to the clients he serves.”
Brian Heapps, Founder And CEO, Innovative Financial Group
“Advisors like Eric are focused on delivering exceptional client experiences while building sustainable businesses for the future. We’re pleased to welcome him to our community and support his continued success through the resources and partnership Osaic provides.”
Kristen Kimmell, Executive Vice President Of Business Development, Osaic
