tru Independence Kicks Off New Year With Launch of 12 Member Vestia Team
PORTLAND, Ore., Jan. 8, 2018 /PRNewswire/ — tru Independence announces that Vestia is the latest financial advisory team to leverage the tru Independence platform. The 12 person, Fort Wayne-based team includes Founding Partners Tommy Martin, Andy Parker, Mike Trent, Lauren Oschman, and Cameron Heasley. Vestia oversees approximately $320 million in client assets and is previously from Larson Financial.
“By joining the tru Independence platform we are able to stay committed to focusing and expanding our client experience with us and staying true to our core values. It has given us the opportunity to design and implement a ‘game changing’ complexity-based fee pricing model as well as a ‘success sharing’ compensation plan for all our employees,” said Andy Parker, Founding Partner and Chief Investment Officer of Vestia.
Vestia will serve professionals, families that fall into specific groups including: small business owners, medical professionals, executives and retirement plans of service companies nationwide.
“The Vestia team is an impressive group of creative professionals with deep expertise in financial planning, financial management and portfolio management. From the beginning of Vestia’s formation, everything starts and ends with their clients at the center,” said Craig Butler, Managing Partner of tru Independence. “We are excited and committed to helping them drive innovation in our industry.”
In addition to the Fort Wayne office, Vestia has satellite offices in Indianapolis, Nashville and Omaha.
tru Independence provides the open-architecture platform and supporting resources that wealth managers and other financial services firms need to establish and operate their own independent business.
For media inquiries, please contact Alexandra Attanasio, JConnelly, at 646-838-5440 or email@example.com.
About tru Independence
Through uncompromising investment in people and technology, tru Independence delivers a premier consulting and services platform for wealth management firms seeking independence and current RIA firms looking to maximize their core strengths. The firm diligently focuses on and invests in three core disciplines—business consulting, investment consulting and a commitment to drive new business to their partner firms.
To deliver open architecture solutions tru Independence leverages their intellectual capital, robust platform and its relationship with best in class vendors/providers. The company’s consultative process is defined by simplicity, clarity and transparency, grounded on the belief that its partners can best control their future by owning a majority equity position of their firms. Drawing upon decades of industry experience, tru Independence is dedicated to ensuring its partner advisory firms maximize their enterprise value by adhering to the highest level of fiduciary care for their clients. For more information, please call (971) 371-3444 or visit us at www.tru-ind.com.
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SOURCE tru Independence