Osaic, one of the nation’s largest providers of wealth management strategies, announced that Four Pillars Investment Management has joined its expanding network of independent advisors. Based in Cape Coral, Florida, the Four Pillars team, led by Investment Advisor John T. Evans, brings approximately $143 million in client assets under management to Osaic. The firm’s team also includes client service associate Pamela Evans and operations support specialist Jennifer Moss.
The transition marks another significant addition to Osaic’s growing platform as Four Pillars seeks to enhance its operations through access to Osaic’s technology, resources, and scale. The move will enable the firm to streamline client service and expand its capacity for growth while maintaining its focus on personalized financial guidance.
Four Pillars chose Osaic for its comprehensive advisor support model, which includes advanced digital tools, broader investment product offerings, and robust back-office infrastructure. The firm offers personalized advice to clients across Southwest Florida, including individuals, families, and small businesses. Its services include retirement planning, investment education, and business transition guidance, all centered on long-term, trust-based, relationship-driven portfolio management.
The partnership reflects Osaic’s continued expansion of its national advisor network. Four Pillars joins other Commonwealth-affiliated firms that have recently transitioned to Osaic, including Hinck Private Wealth Management, Virtus Wealth Solutions, and Gallagher Financial Services.
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“Our mission is to help clients protect and grow their wealth with confidence and Osaic’s breadth of products, advanced technology and strong compliance support will allow us to expand how we serve clients. After meeting with multiple firms, Osaic stood out as being most aligned with our ethos. We are thrilled to move forward while staying grounded in the values that define Four Pillars.”
John T. Evans, Investment Advisor, Four Pillars Investment Management
“It’s a privilege to work alongside a firm that shares our commitment to client service. With our partnership, Four Pillars will have the flexibility to grow while staying true to who they are. Together, we’re expanding what’s possible and enhancing lives and legacies.”
Kristen Kimmell, Executive Vice President of Business Development, Osaic
