Providence Wealth Planning Joins Osaic

Osaic, Inc., this week announced that Providence Wealth Planning has joined its network. The Southern California-based independent advisory firm, with $275 million in client assets under administration, joins Osaic after over nine years with LPL Financial.

Founded in 2016 by father and son duo, Mark and Ian Massey, Providence has offices in Corona and Mission Viejo, California. The firm specializes in financial planning, wealth advisory and retirement planning. The firm cited Osaic’s enhanced technology, succession planning support and advisor-first culture as key differentiators in its decision to join Osaic.

“We built our business on the belief that financial advice is most powerful when it is anchored by trust, family values and long-term relationships,” said Mark Massey, president and CEO of Providence Wealth Planning. “From our first conversations with Osaic, we felt welcomed, supported and aligned culturally. We will now have access to best-in-class resources and the freedom we need to focus on what matters most: helping our clients build and protect their financial futures.”

“Providence Wealth Planning is a perfect example of the entrepreneurial, client-centric firms we are proud to partner with,” said Kristen Kimmell, executive vice president of business development of Osaic. “We welcome them to Osaic and look forward to supporting their continued success.”

Kyle Massey—son of Mark and brother of Ian— will join as managing partner following a 20-year career that includes more than 15 years at E*TRADE and Morgan Stanley. Also accompanying Providence in this next chapter are advisors Paul Leone, Aldo Santana, Tyler Brashears, and administrative director Neida Cox.