OAKDALE, Minn., Dec. 19, 2017 /PRNewswire/ -- Woodbury Financial Services, a financial services firm with more than 1,200 advisors across the country, today announced that Martin Tax & Financial Services, Evans and Steele Financial, and Platinum Wealth Management with partner firm Integrated Wealth Management have chosen to join Woodbury's rapidly growing network of financial advisors. These recruitments mark nearly 200 advisors who have joined Woodbury, and 547 who have joined Advisor Group, since the start of 2017.
Headquartered in Independence, MO, Martin Tax & Financial Services is a comprehensive financial services firm committed to helping clients improve their long-term financial success. With more than $200 million assets under administration (AUA), Martin Tax & Financial Services offers a range of services that include financial, estate, retirement and tax planning. When selecting a partner for affiliation, Martin Tax & Financial Services sought a firm that offered a combination of technology resources, advisory business, transition support, compensation, and field support. Woodbury was able to meet these needs while providing optimal flexibility and pricing.
Missouri-based Evans and Steele Financial, LLC was founded in 1994 by financial services industry veterans Bill Evans and Terri Steele. Currently servicing over $97 million AUA, the firm has experienced rapid growth, buoyed by the strength of its client referrals and experienced advisors. Management cited Woodbury's internal culture, company-wide educational opportunities, and proactive customer support as attractive features that influenced their decision.
Platinum Wealth Management Group, Inc. alongside partner firm Integrated Wealth Management is a collection of financial and insurance professionals dedicated to helping families reach their goals. The firm, which has over $200 million AUA, offers comprehensive financial planning, investment management and insurance services tailored to the unique needs of each family that it serves. The provision of top-notch technology, robust representative support systems, broad product offerings, and client-centric processes made Woodbury an ideal fit for Platinum and its needs.
"The veritable influx of new advisory firms we've experienced this year is reflective of the strong industry reputation that we have built for delivering excellent service, and a tailored approach that enables us to support firms' divergent and specific needs," said Rick Fergesen, President and CEO of Woodbury Financial Services. "Every firm that chooses to affiliate with us aligns with our strong values, and we consider them an equal partner in our reciprocal business growth. We are extremely pleased with our recruitment momentum in 2017, and look forward to the continued expansion of our network as we move into next year."
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.
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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
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Woodbury Financial's Expanding Advisor Network Nets Three Major Advisory Firms with Combined AUA of $500M
Dec 19, 2017, 08:30 EST