SCOTTSDALE, Arizona — February 4, 2026
Meyers Wealth Management Group has launched as a new independent advisory firm affiliated with Osaic, Inc., marking the formal transition of a family-led advisory team overseeing approximately $285 million in client assets. The firm is headquartered in Wenatchee, Washington, and is led by co-owners Tim Meyers and Mitch Meyers. The launch represents the firm’s move from LPL Financial to an independent operating model supported by Osaic’s wealth management platform and advisor support infrastructure.
The establishment of Meyers Wealth Management Group reflects the Meyers team’s decision to operate as an independently branded advisory firm while maintaining continuity of client relationships and service delivery. According to the company, the firm primarily serves high-net-worth clients and operates through a predominantly fee-based advisory model. The affiliation with Osaic provides access to technology, transition support, and ongoing operational resources designed to support independent advisory practices.
Executive Summary
Osaic, Inc. has announced the launch of Meyers Wealth Management Group, a new independent advisory firm founded by Tim and Mitch Meyers and based in Wenatchee, Washington. The firm transitions with approximately $285 million in client assets and operates as a family-led business focused on serving high-net-worth clients through a fee-based advisory model. By affiliating directly with Osaic, Meyers Wealth Management Group gains access to a comprehensive wealth management platform, dedicated transition assistance, and ongoing support infrastructure. According to the firms, the launch reflects a strategic decision to establish an independent identity while leveraging scalable technology and operational resources to support long-term growth and client service continuity.
Announcement Overview
Meyers Wealth Management Group has formally launched as an independent advisory firm through an affiliation with Osaic, Inc., one of the nation’s largest providers of wealth management strategies. The firm is headquartered in Wenatchee, Washington, and is led by co-owners Tim Meyers and Mitch Meyers. The launch follows the team’s transition from LPL Financial and includes approximately $285 million in client assets.
According to the announcement, Meyers Wealth Management Group is structured as a family-led business with a focus on long-term client relationships and local community engagement. The firm serves primarily high-net-worth individuals and families and utilizes a predominantly fee-based advisory approach. The move to independence enables the Meyers team to establish a distinct firm identity while continuing to deliver advisory services aligned with client needs and objectives.
The affiliation with Osaic provides Meyers Wealth Management Group with access to a full-service wealth management platform, including technology solutions, operational infrastructure, and advisor support services. Osaic stated that its platform is designed to support independent firms by combining autonomy with scalable resources, enabling advisors to manage their businesses while maintaining focus on client service.
Key Announcement Details
- Announcement type: Independent advisory firm launch
- Firm name: Meyers Wealth Management Group
- Founders and co-owners: Tim Meyers and Mitch Meyers
- Headquarters: Wenatchee, Washington
- Affiliation: Osaic, Inc.
- Client assets transitioned: Approximately $285 million
- Previous affiliation: LPL Financial
- Client focus: High-net-worth individuals and families
- Business model: Predominantly fee-based advisory services
Strategic Context
According to the firms, the launch of Meyers Wealth Management Group reflects broader trends within the wealth management industry toward advisor independence and direct affiliation models. Advisors establishing independent firms often seek greater control over branding, client experience, and business strategy while leveraging third-party platforms for technology, compliance, and operational support.
The Meyers team cited a desire for autonomy, modern technology, and hands-on transition assistance as key drivers of the move. The affiliation with Osaic enables the firm to operate independently while accessing infrastructure designed to support efficiency, scalability, and regulatory compliance. According to Osaic, its platform is structured to help advisors establish and grow independent practices without sacrificing service quality or client experience.
Industry conditions have increasingly favored flexible operating models that allow advisory firms to tailor services while maintaining access to institutional-grade resources. The transition of Meyers Wealth Management Group aligns with this environment, as the firm establishes an independent presence supported by a national wealth management provider.
Leadership Perspective from Meyers Wealth Management Group
“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.”
Tim Meyers emphasized that the decision to launch an independent firm was rooted in the team’s long-term vision for client service and firm development. According to the firm, maintaining strong client relationships while establishing a distinct identity was a central consideration in the transition.
“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.”
Mitch Meyers highlighted the importance of aligning independence with continuity, noting that the firm’s affiliation with Osaic provides the operational foundation needed to support long-term growth while preserving client relationships and service standards.
Platform and Transition Support
By affiliating directly with Osaic, Meyers Wealth Management Group gains access to a comprehensive wealth management platform designed to support independent advisory practices. According to Osaic, its platform includes technology solutions, compliance resources, operational support, and dedicated transition assistance.
The transition process is structured to help advisors move client accounts, establish new operational workflows, and implement technology systems with minimal disruption. Osaic stated that its support model is intended to reduce administrative complexity during the transition phase while enabling advisors to focus on client communication and service continuity.
In addition to transition assistance, Osaic provides ongoing support designed to help independent firms manage day-to-day operations and pursue long-term business objectives. This includes access to scalable infrastructure intended to support growth as advisory firms expand their client base and service offerings.
Osaic Leadership Commentary
“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 advisor engagement at Osaic.
DiMonda noted that Osaic’s platform is designed to support advisors who seek independence while maintaining access to institutional-grade resources. According to Osaic, the firm’s advisor engagement model emphasizes partnership and long-term collaboration.
“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,” said Erinn Ford, co-head of advisor engagement at Osaic.
Ford stated that Osaic’s approach is focused on empowering advisors to create sustainable, client-centered practices while leveraging technology and operational support to enhance efficiency.
Business Model and Client Focus
Meyers Wealth Management Group operates primarily through a fee-based advisory model and serves high-net-worth clients. According to the firm, this approach aligns advisory services with client interests and supports long-term planning strategies.
The firm’s client base is rooted in the Wenatchee, Washington community, reflecting long-standing relationships developed by the Meyers team. According to the announcement, the launch of the independent firm allows the team to maintain these relationships while establishing a firm structure that supports future growth.
As a family-led advisory business, Meyers Wealth Management Group emphasizes continuity across generations, both within the firm’s leadership and in its approach to client service. The firm stated that this structure supports long-term relationship management and aligns with client expectations for stability and trust.
Independent Advisory Firm Landscape
The launch of Meyers Wealth Management Group occurs within a broader industry environment characterized by increased advisor movement toward independent and hybrid operating models. Advisors transitioning to independence often seek to balance autonomy with access to technology, compliance support, and operational scale.
Osaic positions itself as a provider of wealth management strategies that support independent advisors through a combination of infrastructure and flexibility. According to the company, its platform is designed to enable advisors to create differentiated practices while maintaining regulatory standards and operational efficiency.
The transition of approximately $285 million in client assets reflects a significant operational undertaking, underscoring the importance of transition planning and support in advisor independence initiatives.
About Meyers Wealth Management Group
Meyers Wealth Management Group is an independent advisory firm based in Wenatchee, Washington. The firm was launched in 2026 by co-owners Tim Meyers and Mitch Meyers and transitioned with approximately $285 million in client assets. Meyers Wealth Management Group serves primarily high-net-worth individuals and families and operates through a predominantly fee-based advisory model.
The firm is structured as a family-led business with a focus on long-term client relationships and community engagement. Meyers Wealth Management Group provides personalized wealth management services designed to support financial planning, investment management, and long-term financial goals. The firm’s leadership emphasizes continuity, independence, and client-first service delivery.
About Osaic
Osaic, Inc. is one of the nation’s largest providers of wealth management strategies and supports more than 10,000 financial professionals across the United States. The firm operates as a portfolio company of Reverence Capital Partners and is focused on empowering entrepreneurial advisors to create wealth management solutions tailored to their clients’ needs.
Osaic provides a comprehensive platform that includes technology, compliance, operations, and transition support designed to help advisors establish and grow independent practices. Through its affiliated entities, Osaic offers brokerage and advisory services to advisors serving a broad range of client segments.
Securities and investment advisory services are offered through 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.
Media Contact
Osaic
Email: Osaic@streetcredpr.com
Tommy Warburton
Phone: 347-400-3483
Rob Farmer
Phone: 415-377-3293
Source Attribution
Source: Company announcement