Family-led advisory team establishes independent presence in Wenatchee, Washington

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Tim and Mitch Meyers have launched Meyers Wealth Management Group (“Meyers Wealth”), a new independent advisory firm based in Wenatchee, Washington. The firm transitions with approximately $285 million in client assets from LPL Financial.

A family-led business, Meyers Wealth serves primarily high-net-worth clients through a predominantly fee-based model. The launch reflects the Meyers team’s commitment to building an independent firm identity while maintaining deep-rooted relationships within their local community.

“Creating Meyers Wealth Management Group allows us to define our own path while continuing to put our clients first,” said Tim Meyers, co-owner of Meyers Wealth Management Group. “Osaic stood out for its technology, transition support as well as the guidance we know they provide to advisors building independent firms, giving us confidence as we take this next step.”

The firm’s move to Osaic was driven by a desire for greater autonomy, modern technology and hands-on support throughout the transition process. Osaic’s platform enables the Meyers team to operate independently while leveraging scalable infrastructure designed to enhance efficiency and long-term growth.

“For us, independence is about more than ownership — it’s about building something meaningful for the future,” said Mitch Meyers, co-owner of Meyers Wealth Management Group. “As a second-generation advisor, I value the support and resources Osaic provides to help us grow sustainably while staying focused on our clients and community.”

By affiliating directly with Osaic, Meyers Wealth gains access to a comprehensive wealth management platform, dedicated transition assistance and ongoing support designed to help advisors establish and grow independent businesses without sacrificing service quality or client experience.

“Meyers Wealth represents exactly the kind of entrepreneurial, client-focused firm we are proud to support in serving their clients their way,” said John DiMonda, co-head of the advisor engagement at Osaic.

“Tim and Mitch are building an independent firm grounded in family values and long-term relationships, and we’re honored to partner with them as they launch this next chapter,” added Erinn Ford, co-head of the advisor engagement at Osaic.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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