OAKDALE, Minn., Dec. 5, 2017 /PRNewswire/ -- Woodbury Financial Services, a financial services firm with more than 1,200 advisors across the country, today announced that Wisconsin-based Matrise, Polzin & Company (MPC Advisers), chose to join Woodbury's rapidly expanding network of financial advisors. This recruitment marks nearly 200 advisors who have joined Woodbury and 547 who have joined Advisor Group this year.
Founded in 1974 in Brookfield, Wisconsin by partners Michael Matrise and Tom Polzin, MPC Advisers offers holistic financial planning and insurance services to more than 2,500 clients. The firm has experienced impressive growth over the years, largely as a result of client referrals, and now comprises 15 advisors who work together in six teams to service clients.
"We've grown in this industry for over 40 years, and during that time we have never strayed from our mission of placing clients' interests above all else," said Michael Matrise, President and CEO of MPC Advisers. "When selecting a partner for affiliation, our overarching priority was to find a firm that held these same values, and that would work with us to ensure our client service remained top-notch. Woodbury's culture aligned perfectly with our own, and we are excited for the future of our relationship."
Supported by Advisor Group, one of the nation's largest networks of advisory firms, Woodbury Financial Services provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through Woodbury, advisors also have access to dedicated field support and extensive investment solutions.
"We are extremely pleased to welcome such a well-established and successful firm to the Woodbury family," said Rick Fergesen, President and CEO of Woodbury Financial Services. "MPC's reputation for delivering excellent client service, and a tailored approach to managing client wealth, makes them a perfect fit for our organization."
Joe Nienhaus, Regional Vice President of Woodbury, Wisconsin added, "It's been a pleasure to work with MPC. Mike and Tom operate their firm with admirable Midwest values and integrity that represent an honest desire to put their clients – and their community – first."
About MPC Advisers
Brookfield, WI-based MPC Advisers was founded in 1974 by current president and CEO Michael Matrise and vice president and COO Tom Polzin. Today, MPC employs 15 individual advisors and has $600 million in total client assets under management. For more information, visit http://www.mpcfin.com/new/mpcadvisers/content.asp.
About Woodbury Financial Services, Inc.
Woodbury Financial Services, Inc. is part of one of the nation's largest networks of independent financial advisors and a Registered Investment Advisor, member FINRA and SIPC. Woodbury Financial is supported by Advisor Group, one of the largest truly independent broker-dealer networks in the industry. The firm has more than 1,200 affiliated independent financial advisors and is headquartered in Oakdale, MN. Woodbury employs a client-driven approach focused on meeting the unique demands of businesses and individuals. For more information visit https://www.joinwoodbury.com/.
About Advisor Group
Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.
SOURCE Woodbury Financial Services, Inc.