Auburn, Indiana-based advisory firm Ever Wealth has joined wealthtech provider Osaic’s network.
Ever Wealth has more than $170m in client assets, with its founding partners, Nick Scheumann, Mark VandeVelde, and Andy Smith, bringing a collective industry experience of over 60 years to the table.
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The alignment with Osaic was facilitated through Affiliated Advisors, an Osaic Office of Supervisory Jurisdiction (OSJ) headed by Rita Robbins, a member of Osaic’s national advisory board.
Ever Wealth founding partner Andy Smith said: “Osaic’s industry-leading technology, expansive product offerings and dedicated support structure gives us the tools and resources we need to continue our tradition of delivering personalised client service–while strategically scaling our business.
“The connection to the Osaic leadership team materialized quickly and felt authentic, embodying the type of genuine partnership we were seeking.”
With the support of Osaic, Ever Wealth will have access to better technology, regulatory support, cybersecurity, and dedicated service teams. This will allow the firm to scale its operations while retaining its independence.
Central to this transition is Osaic’s Transition Dashboard, which offers real-time asset transfer updates and progress tracking, minimising disruption and ensuring a seamless integration for advisors.
Osaic business development executive vice president Kristen Kimmell said: “The Ever Wealth team’s approach to relationship-driven financial guidance and their focus on growth is perfectly aligned with our mission here at Osaic.
“As they join the Osaic family, we look forward to providing them with the tools, resources and flexibility they need to meet their clients’ needs and realize their long-term vision for Ever Wealth.”
Earlier this month, Osaic teamed up with AI-driven platforms Jump and Zocks to optimise its wealth management workflows.
