Wealth Managers Merge with Osaic

Osaic this week announced two partnerships with independent wealth management firms.

Gallagher Financial Services, a St. Paul, MN-based firm with $194 million in client assets, is moving to Osaic following its prior transition to LPL Financial.

“After careful consideration, we decided to move to Osaic,” said Mark Gallagher, who leads the team at Gallagher. “Osaic offers the right mix of local support, a clearing relationship with National Financial Services (NFS) to ensure a smooth transition, competitive advisory solutions, and a technology stack to support our clients today and well into the future.”

“Gallagher Financial brings incredible energy and expertise to the Osaic community, and we’re honored to support their continued journey,” said Kristen Kimmell, executive vice president of business development at Osaic. “With access to Osaic’s advanced technology platform, we look forward to helping them enhance productivity, increase efficiency, and devote more time to their clients and business growth.”

Four Pillars Investment Management is also joining Osaic’s network of independent advisors. The Cape Coral, FL-based firm brings approximately $143 million in client assets and is led by Investment Advisor John T. Evans. Its team include Client Service Associate Pamela Evans and Operations Support Specialist Jennifer Moss.

“Our mission is to help clients protect and grow their wealth with confidence and Osaic’s breadth of products, advanced technology and strong compliance support will allow us to expand how we serve clients,” Evans said. “After meeting with multiple firms, Osaic stood out as being most aligned with our ethos. We are thrilled to move forward while staying grounded in the values that define Four Pillars.”

Four Pillars delivers personalized guidance to individuals, families, and small businesses across Southwest Florida.

“It’s a privilege to work alongside a firm that shares our commitment to client service. With our partnership, Four Pillars will have the flexibility to grow while staying true to who they are. Together, we’re expanding what’s possible and enhancing lives and legacies,” said Kimmell.

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