Joelle Spear Launches Independent Wealth Management Firm with Osaic

Joelle Spear, a Certified Financial Planner® (CFP) with over twenty years of experience, has announced the launch of her independent firm, Spear Wealth Management, in affiliation with Osaic, Inc. This move marks a significant step in Spear's career, transitioning from her role at Canby Financial Advisors to establishing her own practice in Framingham, Massachusetts, overseeing approximately $170 million in assets under administration (AUA).

Spear's decision to affiliate with Osaic and join IFG, one of Osaic's leading offices of supervisory jurisdiction (OSJs), was influenced by the platform's advanced technology, comprehensive business resources, and a culture that prioritizes client service and advisor autonomy. Osaic provides the tools and support necessary for advisors like Spear to focus on delivering personalized financial planning to clients undergoing significant life transitions.

Specializing in assisting clients through major life changes such as retirement, divorce, or the loss of a loved one, Spear has built a reputation for her empathetic approach and long-term planning strategies. Her transition to independence reflects a broader trend among financial advisors seeking greater control over their practices and the ability to offer tailored services.

Kristen Kimmell, executive vice president of business development at Osaic, praised Spear's dedication to fostering meaningful client relationships and expressed enthusiasm for supporting her vision for Spear Wealth Management. This partnership underscores Osaic's commitment to empowering advisors with the flexibility and resources needed to succeed in the competitive wealth management industry.

Spear Wealth Management joins a growing roster of independent firms aligning with Osaic, including PATH Financial Partners, BlueHaven Wealth Management, and Innovative Wealth, highlighting Osaic's appeal to entrepreneurial advisors seeking to scale their businesses while maintaining a client-centric focus.