Ever Wealth Joins Osaic’s Expanding Network of Financial Professionals

Indiana-based advisory team selects Osaic to fuel ambitious growth trajectory and support personalized client service model

Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, today announced that Ever Wealth, an Auburn, Indiana-based advisory firm with more than $170 million in client assets, has joined its expanding network of financial professionals. Ever Wealth’s decision to affiliate with Osaic was based on a shared commitment to accelerating growth and productivity while maintaining a focus on creating financial plans tailored to clients’ unique needs. Ever Wealth was founded by partners Nick Scheumann, Mark VandeVelde, and Andy Smith. Collectively, the three advisors have over 60 years of industry experience.

“We were looking for a partner that could match our ambition and our commitment to excellence while still maintaining a strong sense of flexibility and choice,” said Andy Smith, founding partner of Ever Wealth. “Osaic’s industry-leading technology, expansive product offerings and dedicated support structure gives us the tools and resources we need to continue our tradition of delivering personalized client service–while strategically scaling our business. The connection to the Osaic leadership team materialized quickly and felt authentic, embodying the type of genuine partnership we were seeking.”

With a strong reputation for delivering personalized financial planning and investment strategies, Ever Wealth was seeking a partner that could provide the requisite flexibility, technology and resources to support its local market expansion plans. Deeply involved in the local community, the Ever Wealth team provides tailored financial planning and guidance to its clients. With Osaic's comprehensive wealth management platform and culture of independence and advisor support, Ever Wealth is well-positioned to accelerate its growth trajectory.

Ever Wealth chose to align with Affiliated Advisors, a premier Osaic OSJ (Office of Supervisory Jurisdiction) known for its strong advisor support and growth-oriented approach. Led by industry veteran Rita Robbins, a member of Osaic’s National Advisory Board, Affiliated Advisors provides firms like Ever Wealth with the hands-on guidance, resources and community necessary to scale efficiently while maintaining a high-touch client service model.

“The Ever Wealth team’s approach to relationship-driven financial guidance and their focus on growth is perfectly aligned with our mission here at Osaic,” said Kristen Kimmell, executive vice president of business development of Osaic. “As they join the Osaic family, we look forward to providing them with the tools, resources and flexibility they need to meet their clients’ needs and realize their long-term vision for Ever Wealth.”

By joining Osaic, Ever Wealth gains access to top-tier technology, regulatory support, cybersecurity and dedicated service teams, empowering them to scale while maintaining independence. At the core of this transition is Osaic’s Transition Dashboard, providing real-time asset transfer updates and progress tracking. With its tailored approach, Osaic minimizes disruption, ensuring a seamless integration so advisors can stay focused on their business. Learn more at Osaic.com.

About Osaic:

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients’ dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: 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., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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“We were looking for a partner that could match our ambition and our commitment to excellence while still maintaining a strong sense of flexibility and choice,” said Andy Smith, founding partner of Ever Wealth.