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Former RBC Wealth Administration Advisor with $250 Million in Shopper Belongings Joins By means of Monetary Dimensions Group, One among Advisor Group’s Largest Teams
PHOENIX, Could 9, 2023 /PRNewswire/ — Advisor Group, one of many nation’s largest networks of unbiased wealth administration companies, introduced that Tom Delich, Founding father of Delich Wealth Administration from New Brighton, MN, has joined Monetary Dimensions Group one of many largest teams affiliated with Advisor Group, with greater than 60 monetary professionals managing over $4.2 billion in whole consumer property. Mr. Delich and his staff, together with Wealth Advisor Ben Freeby, CFP®, CPFA® and Registered Shopper Affiliate Mary Farnham deliver $250 million in consumer property to the Advisor Group community. The staff joins Advisor Group from RBC Wealth Administration.
Delich Wealth Administration gives its shoppers with a holistic strategy to wealth administration by integrating consumer goals into a personalised plan that grows and adjustments together with their wants and targets. The staff combines subtle funding planning instruments {and professional} assets to develop personalized options centered on accumulating wealth, defending property, making a retirement earnings stream and transferring wealth to guard their shoppers’ legacies.
Greg Cornick, President, Recommendation and Wealth Administration, Advisor Group, stated, “I am happy to welcome Tom and his staff to Advisor Group. Their spectacular development and dedication to holistic wealth administration make them an important addition to Monetary Dimensions Group. Our price proposition and scale proceed to resonate throughout {the marketplace}, as advisors are drawn to our industry-leading mixture of assets, providers and help that helps unlock their development potential.”
“We’re excited to companion with Monetary Dimensions Group and look ahead to all the advantages of being a part of Advisor Group,” stated Mr. Delich. “After researching the various companies on the market, we imagine we discovered the perfect resolution for our agency and, extra importantly, our shoppers. Their multitude of funding methods broadens our present capabilities, whereas their superior buying and selling instruments and state-of-the-art expertise will enable us to finest handle our shoppers’ wants. With Advisor Group, we can have the independence and adaptability we need to run our agency as we see match, and the assets and help we have to proceed our success into the longer term.”
Mr. Delich started his profession in monetary providers at TCF Financial institution in 1997, the place he labored as a supervisor and funding consultant. He joined RBC Wealth Administration in 2000, and for the previous 23 years, he has partnered with people, households and small enterprise homeowners to create personalised wealth administration methods to assist them attain their monetary goals.
Mr. Delich graduated from Bethel College with a Bachelor of Arts diploma. He additionally acquired precious training and expertise within the Marine Corps Reserves with MP firm out of Fort Snelling.
Gregg Anderson, CFP, Founder and President of Monetary Dimensions Group added, “We’re thrilled to welcome Tom and his staff to our agency. Their client-centric strategy to wealth administration is an ideal match with our values and tradition that places the consumer on the heart of all we do. We look ahead to working with Delich Wealth Administration as they leverage our scale and assets to outline success on their very own phrases. As we be taught extra about Tom, Ben and Mary’s long-term enterprise aspirations, we’re dedicated to working day-after-day to assist them obtain their targets.”
About Advisor Group
Advisor Group, Inc., a portfolio firm of Reverence Capital Companions, is the nation’s largest community of unbiased wealth administration companies, serving roughly 10,000 monetary professionals. The agency is mission-driven to help the strategic function that monetary professionals can play within the lives of their shoppers. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring worth of economic professionals. For extra info go to https://www.advisorgroup.com.
Securities and funding advisory providers are supplied by means of the companies: FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Triad Advisors, LLC, Infinex Investments, Inc., and Woodbury Monetary Providers, Inc., broker-dealers, registered funding advisers, and members of FINRA and SIPC. Securities are supplied by means of Securities America, Inc., American Portfolios Monetary Providers, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory providers are supplied by means of Arbor Level Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Administration, Inc., Securities America Advisors, Inc., and Triad Hybrid Options, LLC, registered funding advisers. Advisory packages supplied by FSC Securities Company, Royal Alliance Associates, Inc., SagePoint Monetary, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Monetary Providers, Inc., are sponsored by VISION2020 Wealth Administration Corp., an affiliated registered funding adviser.
About Monetary Dimensions Group
Monetary Dimensions Group is a wealth administration agency headquartered in Arden Hills, MN. The agency develops personalized monetary packages for shoppers together with Tax administration, Funding administration, Retirement methods, Property conservation and Insurance coverage. The agency was SEC registered in 2012 and serves 27 states by means of 61 advisors. Monetary Dimensions Group manages $4.2 billion and gives funding advisory providers for 3,916 shoppers. The agency has a 1:80 advisor/consumer ratio. Securities and funding advisory providers supplied by means of Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Further advisory providers supplied by means of Monetary Dimensions Group, Inc. RAA is individually owned.
Media Inquiries Joseph Kuo / Donald Cutler
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SOURCE Advisor Group
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