Osaic, a provider of wealth management strategies, has announced that Veater Financial Group (VFG), an established financial planning firm led by president and financial professional George Veater, has joined Osaic’s Empowered Independence (W-2) channel. VFG oversees approximately $1.1 billion in assets under advisement, with offices in Fresno, Calif., and Brea, Calif.
Affiliated with Osaic Wealth since 2020, VFG’s move reflects George Veater’s desire to elevate operational scale, strengthen succession planning and reduce administrative burdens to have more time for client service and strategic leadership. In addition, Veater will also expand his responsibilities within Osaic, working closely with other Empowered Independence offices — particularly across the western region — to drive organic growth and share best practices. Osaic and Veater will collaborate on succession planning as well as VFG’s long-term expansion.
VFG’s advisers and staff became W-2 e
