NoxNumis, a wealth management firm based in Wichita, Kansas, has joined wealthtech firm Osaic’s community of advisors.
NoxNumis manages over $450m in client assets and is led by partners John Toothaker and Ron Gabel, who specialise in fiduciary financial advice.
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It offers retirement planning, tax minimisation, estate distribution, investment management, and business and farm succession planning services.
The partnership with Osaic is expected to enhance the capabilities of NoxNumis’s advisors and support staff.
Toothaker said: “We’re passionate about helping our clients gain confidence about their financial futures and are excited to fully leverage extensive support that Osaic can offer through their robust investment platform, innovative tech solutions, coaching and consulting services.”
The Osaic investment platform will provide NoxNumis with access to a wider range of investment options, allowing for more “diversified” asset allocations and “competitive” pricing.
Additionally, Osaic’s technology infrastructure, which includes recent integrations with AI-driven platforms Jump and Zocks, will offer NoxNumis wealth managers tools to streamline their workflows.
Osaic business development executive vice president said: “NoxNumis exemplifies the type of growth focused, forward looking wealth management team that can thrive in our ecosystem.
“We are excited to support John, Ron and their team, enabling them to achieve their growth goals as a business while providing the highest level of service attainable to their clients.”
NoxNumis will participate in Osaic’s upcoming NXT Conference, scheduled for May in Las Vegas.
Last month, Ever Wealth, an advisory firm based in Auburn, Indiana, joined the Osaic network.
The firm manages over $170m in client assets, with founding partners Nick Scheumann, Mark VandeVelde, and Andy Smith collectively having over 60 years of industry experience.
