Curated News
By: NewsRamp Editorial Staff
August 14, 2025
Joelle Spear Launches Independent Wealth Firm with Osaic
TLDR
- Joelle Spear's affiliation with Osaic, Inc. enhances her competitive edge by leveraging Osaic's advanced technology and extensive resources for Spear Wealth Management.
- Joelle Spear, CFP, transitions to independence with Osaic, Inc., selecting IFG for its operational support and technology, managing $170 million in assets.
- Joelle Spear's move to Osaic, Inc. underscores a commitment to personalized financial planning, improving client lives during major transitions like retirement or loss.
- Joelle Spear launches Spear Wealth Management with Osaic, joining a trend of women advisors seeking independence and tailored support for growth.
Impact - Why it Matters
This news highlights the growing trend of financial advisors moving towards independence to better serve their clients with personalized advice and support. Joelle Spear's partnership with Osaic, Inc. exemplifies how advisors can leverage technology and resources to focus on client relationships, especially during significant life transitions. For individuals seeking financial guidance, this development means access to more tailored and empathetic advice from professionals who prioritize their clients' needs and dreams.
Summary
Osaic, Inc., a leading wealth management provider, has welcomed Joelle Spear, CFP, to its network, marking the launch of her independent firm, Spear Wealth Management. With over $170 million in assets under administration, Spear's firm is based in Framingham, Massachusetts. Spear's decision to join IFG, one of Osaic's offices of supervisory jurisdiction, was influenced by Osaic's robust technology and business resources, alongside IFG's people-first culture. Spear, a Certified Financial Planner with 20 years of experience, specializes in guiding clients through life transitions, offering personalized financial advice.
This move reflects a broader trend of advisors seeking independence, with Spear joining a growing number of women advisors establishing their own firms. Osaic's support for Spear's vision underscores its commitment to empowering advisors. The firm's recent additions, including PATH Financial Partners, BlueHaven Wealth Management, and Innovative Wealth, highlight Osaic's appeal to entrepreneurial advisors seeking flexibility and support. For more details, visit Osaic.com.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Joelle Spear Launches Independent Wealth Firm with Osaic
