F & M Investment Partners, a newly launched independent wealth management firm led by financial advisors Michael Murray and Brian Freund, has joined Osaic’s platform as the Missouri-based team looks to pair boutique client service with institutional-scale resources. Based in the greater St. Louis area, the advisors oversee approximately $232 million in client assets and bring more than 60 years of combined experience guiding individuals and families through major financial milestones.
Murray and Freund said they chose Osaic to retain independence while gaining broader operational and wealth-management capabilities. The firm will use Osaic’s open-architecture platform to access expanded resources and support, with the stated goal of spending more time with clients, helping build long-term plans, and supporting multi-generational legacy strategies.
Osaic framed the launch as part of a wider trend of advisors using its platform to form independent firms, pointing to other recent additions including Oakfield Wealth Management Group, Sanders Wealth Management and Soundview Financial Group.
KEY QUOTES
“Osaic has the tools and support we need to deliver more comprehensive wealth management solutions for our clients. With access to expanded resources and a collaborative team, we’re confident Osaic will help us continue to grow our business while staying focused on what matters most—our clients.”
Brian Freund, Partner And Investment Executive, F & M Investment Partners
“It’s a privilege to support a firm that places such a strong emphasis on client service and long-term relationships. With Osaic’s partnership and power of the platform behind them, Michael and Brian have the flexibility to grow their business and the resources to more effectively meet the evolving needs of their clients.”
Kristen Kimmell, Executive Vice President Of Business Development, Osaic
