Osaic, a provider of wealth management strategies, has announced that Neville & Associates has joined the firm from LPL Financial. Based in Hampton, N.H., the family-run advisory firm brings approximately $300 million in client assets.
Led by Branch Manager Rick Neville, the office has served clients in the Hampton, N.H., community and across 28 states for more than 40 years. The firm works closely with multi-generational families and, in some cases, advises four generations within the same family, helping clients make informed financial decisions and build long-term plans for current and future generations.
As a relationship-based family business, the Nevilles sought a partner that could offer the scale, resources and technology of a large organization while maintaining the personal connection and accessibility the team values. Osaic’s adviser-focused support model and collaborative culture aligned closely with the way the office has served families for decades.
