Michael Finnell, president of Heritage Wealth Management Group, and the Heritage team will join Hub.
The deal for Summit Financial Consultants, a retirement planning firm, is expected to close by July 31.
The judge concluded that the condo board's complaint was flawed because it didn’t include the US government as one of the parties.
In the turmoil and economic uncertainty surrounding a bear market, guidance from a trusted financial adviser is more valuable than ever.
Allies. Rising stars. Stellar asset managers. Lifetime achievers. Firms forging new ways to advance women. The InvestmentNews Women to Watch awards encompass all these avenues of women’s success in the investment and advisory sector. Nominate women who are showing the way by Aug. 10.
The tool will help employees who are approaching retirement figure out their transition from the workplace.
The combination of the two New York-based firms, Park Avenue Capital Planning and Strongpoint Wealth Advisors, creates a wealth manager overseeing more than $1 billion.
The three advisers are setting up shop as Harvest Wealth in the Maryland suburbs of Washington.
Four advisers in Columbia, South Carolina, form Vision Wealth Advisors.
Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.
