Butler Associates and Shore Group Announce Merger
Butler Associates Financial Planners, Inc. (Butler Associates), led by Jason Sturm, and Shore Group Advisors, led by Jon Shore, today announced their intent to merge, forming a single wealth advisory firm supported by Osaic.
Upon closing, Butler Associates will rebrand under the Shore Group Advisors name. With the merger, Shore will become CEO and Sturm will take over as CFO.
With more than $500 million in assets under management (AUM), the merged firm will be headquartered in Sunset Hills, MO while expanding its reach from Florida to the Pacific Northwest.
Butler Associates and Shore Group Advisors were introduced through their affiliation with Osaic.
“By joining forces with Shore Group Advisors, we strengthen our ability to deliver exceptional client service, deepen our bench of expertise and expand our reach from the Midwest to both coasts,” said Sturm. “Our focus remains on helping clients live with confidence — empowering retirees to stay comfortably retired and helping professionals reach a point where work becomes optional.”
“We’ve always believed great financial planning isn’t just about money — it’s about time, freedom and family,” said Jon Shore, founder of Shore Group Advisors. “Joining forces with Butler Associates allows us to bring that philosophy to more people while staying true to our Midwestern roots and values. The Shore Group Advisors brand represents our collective strength, continuity and shared purpose.”
The organizations said they are also expanding their “the advisor’s advisor” services, which helps financial professionals preparing for succession, retirement or practice transitions.