PHILADELPHIA, Feb. 22, 2016 /PRNewswire/ -- Efficient Advisors, LLC (www.efficientadvisors.com), a turnkey asset management firm serving financial advisors nationwide, is pleased to announce it has completed its merger with Disciplined Wealth Strategies, an Austin-based investment adviser specializing in providing outsourced, factor-based investment solutions to financial advisors across the country. John Blood, CFA®, CFP®, Founder and President of Disciplined Wealth, will now serve as CEO and CIO. The combined firm manages over $1 billion in assets and offers services in support of over 100 independent financial advisors nationwide.
John Blood, CEO said, "Disciplined Wealth and Efficient Advisors have shared a unique set of fundamental beliefs since each of our inceptions. We are committed to bringing proven practices and fresh thinking to professional wealth management and building lasting relationships by doing the right thing for our advisors and their clients. We are transparent in our approach, our operations, and our fees. We truly believe this merger is a case where the whole will be greater than the sum of the parts. Our combined entity will operate more efficiently, and will use our increased resources to provide enhanced services, tools and communication to the community of advisors that we serve.
"In the months and years to come, our advisors will see us roll out a variety of new initiatives, all with one overarching purpose – to help them maximize their time and ultimately their success, and to remain the most trusted and valued professional in their clients' lives."
About Efficient Advisors, LLC
Founded in 2009, Efficient Advisors is an SEC Registered Investment Adviser headquartered in Philadelphia, PA. Efficient Advisors supports advisors seeking to offer their clients the prudence of passive, structured investing based on academic discipline.
SOURCE Efficient Advisors, LLC